+434.8%
WMT vs AMC
-98.9%
+533.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -1.0% |
| 7D | +0.1% | -0.8% | +0.9% | +0.1% |
| 30D | -5.0% | -1.2% | -3.8% | -5.0% |
| 3M | -11.3% | +42.2% | -53.5% | -11.3% |
| 6M | -13.8% | +118.8% | -132.6% | -13.8% |
| YTD | -4.2% | +64.1% | -68.3% | -4.2% |
| 1Y | +4.6% | -9.5% | +14.1% | +4.6% |
| 3Y | +100.5% | -64.3% | +164.8% | +100.4% |
| 5Y | +129.7% | -99.5% | +229.1% | +128.5% |
| All | +434.8% | -98.9% | +533.7% | +434.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling