+433.7%
WMT vs AMC
-99.0%
+532.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.9% | +3.7% | -0.2% |
| 7D | -0.2% | -6.8% | +6.6% | -0.2% |
| 30D | -5.8% | +1.7% | -7.5% | -5.8% |
| 3M | -10.8% | +26.8% | -37.6% | -10.8% |
| 6M | -14.3% | +117.7% | -132.0% | -14.3% |
| YTD | -4.4% | +57.7% | -62.1% | -4.4% |
| 1Y | +4.3% | -12.5% | +16.8% | +4.3% |
| 3Y | +100.1% | -65.7% | +165.8% | +100.0% |
| 5Y | +130.8% | -99.5% | +230.3% | +129.6% |
| 10Y | +433.7% | -99.0% | +532.7% | +433.6% |
| All | +433.7% | -99.0% | +532.7% | +433.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling