+1,454.7%
AMT vs GWW
+4,771.8%
-3,317.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.3% |
| 7D | +1.5% | +3.6% | -2.0% | +0.2% |
| 30D | +6.8% | +12.1% | -5.3% | +2.3% |
| 3M | +11.2% | +12.9% | -1.7% | +6.1% |
| 6M | +12.5% | +19.3% | -6.8% | +4.5% |
| YTD | +12.5% | +48.7% | -36.2% | -4.4% |
| 1Y | +10.1% | +60.5% | -50.4% | -9.2% |
| 3Y | +16.0% | +93.3% | -77.2% | -13.4% |
| 5Y | -17.2% | +219.0% | -236.1% | -50.2% |
| 10Y | +135.2% | +659.0% | -523.7% | -9.3% |
| All | +1,454.7% | +4,771.8% | -3,317.1% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling