+49.3%
WM vs AMC
-72.0%
+121.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -12.5% | +13.7% | +1.0% |
| 7D | +4.5% | 0.0% | +4.5% | +4.5% |
| 30D | +16.1% | +4.4% | +11.7% | +16.1% |
| 3M | +8.0% | +15.4% | -7.3% | +8.3% |
| 6M | +8.4% | +93.7% | -85.3% | +9.4% |
| YTD | +11.2% | +97.4% | -86.2% | +12.1% |
| 1Y | +22.3% | +23.2% | -0.9% | +22.9% |
| All | +49.3% | -72.0% | +121.3% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling