-5.7%
AMT vs WCC
+64.4%
-70.2%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.5% | +0.1% |
| 7D | -0.2% | +8.5% | -8.6% | +0.5% |
| 30D | +1.8% | -1.0% | +2.8% | +1.9% |
| 3M | -6.2% | +2.1% | -8.3% | -5.5% |
| 6M | -5.0% | +36.8% | -41.8% | -5.1% |
| YTD | +2.1% | +47.7% | -45.7% | +0.9% |
| 1Y | -5.7% | +66.5% | -72.3% | -6.3% |
| All | -5.7% | +64.4% | -70.2% | -6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling