+843.2%
AMT vs WCC
+1,713.7%
-870.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.9% | -4.9% | -1.8% |
| 7D | -0.2% | +4.5% | -4.7% | -1.1% |
| 30D | +4.6% | -5.8% | +10.4% | +5.6% |
| 3M | -8.4% | -3.7% | -4.8% | -8.7% |
| 6M | -6.0% | +23.1% | -29.1% | -11.4% |
| YTD | +2.1% | +44.2% | -42.0% | -7.1% |
| 1Y | -6.4% | +62.1% | -68.5% | -17.3% |
| 3Y | +8.1% | +121.1% | -113.1% | -15.0% |
| 5Y | -31.9% | +214.0% | -245.9% | -52.2% |
| 10Y | +97.1% | +472.8% | -375.7% | +7.6% |
| All | +843.2% | +1,713.7% | -870.6% | +172.6% |
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 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