+932.1%
AMT vs WCC
+1,536.7%
-604.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.7% | +0.7% |
| 7D | +1.6% | -9.9% | +11.6% | +3.3% |
| 30D | +4.5% | -13.4% | +17.9% | +6.6% |
| 3M | +13.8% | -13.5% | +27.3% | +15.8% |
| 6M | +10.0% | -10.6% | +20.7% | +10.2% |
| YTD | +11.8% | +30.1% | -18.3% | +2.9% |
| 1Y | +10.2% | +22.3% | -12.1% | +2.6% |
| 3Y | +15.1% | +130.3% | -115.1% | -11.0% |
| 5Y | -18.8% | +144.5% | -163.3% | -40.3% |
| 10Y | +133.7% | +431.8% | -298.2% | +28.7% |
| All | +932.1% | +1,536.7% | -604.6% | +201.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling