+142.4%
AMT vs WCN
+322.1%
-179.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +1.0% |
| 7D | +1.5% | +2.6% | -1.1% | +0.1% |
| 30D | +6.8% | +23.9% | -17.1% | -5.6% |
| 3M | +11.2% | +17.4% | -6.2% | +1.2% |
| 6M | +12.5% | +28.0% | -15.5% | -2.9% |
| YTD | +12.5% | +11.6% | +0.9% | +4.3% |
| 1Y | +10.1% | +16.9% | -6.8% | -0.9% |
| 3Y | +16.0% | +51.6% | -35.6% | -13.2% |
| 5Y | -17.2% | +48.0% | -65.1% | -38.2% |
| All | +142.4% | +322.1% | -179.6% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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