+95.0%
AMT vs WCC
+509.2%
-414.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | -0.3% |
| 7D | -0.2% | +8.5% | -8.6% | -1.0% |
| 30D | +1.8% | -1.0% | +2.8% | +1.8% |
| 3M | -6.2% | +2.1% | -8.3% | -6.8% |
| 6M | -5.0% | +36.8% | -41.8% | -8.9% |
| YTD | +2.1% | +47.7% | -45.7% | -3.2% |
| 1Y | -5.7% | +66.5% | -72.3% | -12.1% |
| 3Y | +7.9% | +134.2% | -126.2% | -6.6% |
| 5Y | -32.3% | +231.6% | -264.0% | -45.2% |
| 10Y | +95.0% | +508.1% | -413.1% | +28.4% |
| All | +95.0% | +509.2% | -414.2% | +28.4% |
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