+124.5%
AMT vs WCC
+492.1%
-367.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +8.1% | -8.0% | -0.6% |
| 7D | +0.4% | -5.7% | +6.1% | +0.7% |
| 30D | +3.7% | -13.5% | +17.2% | +4.8% |
| 3M | +10.7% | -12.9% | +23.6% | +11.6% |
| 6M | +9.3% | -10.7% | +19.9% | +9.4% |
| YTD | +10.9% | +30.0% | -19.0% | +6.1% |
| 1Y | +10.5% | +24.7% | -14.2% | +6.1% |
| 3Y | +15.5% | +136.6% | -121.0% | -1.1% |
| 5Y | -20.6% | +143.9% | -164.5% | -33.7% |
| 10Y | +124.5% | +465.9% | -341.4% | +55.6% |
| All | +124.5% | +492.1% | -367.5% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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