+1,431.6%
AMT vs WEC
+2,125.1%
-693.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.1% | -0.6% | -1.5% |
| 7D | +0.5% | -0.2% | +0.7% | +0.7% |
| 30D | +13.6% | +12.3% | +1.3% | +6.3% |
| 3M | +11.5% | +8.3% | +3.2% | +6.4% |
| 6M | +6.9% | +3.5% | +3.5% | +4.6% |
| YTD | +10.8% | +12.7% | -1.9% | +3.3% |
| 1Y | +10.3% | +8.2% | +2.1% | +5.2% |
| 3Y | +12.4% | +55.9% | -43.5% | -13.0% |
| 5Y | -20.1% | +51.2% | -71.3% | -37.1% |
| 10Y | +116.8% | +177.6% | -60.8% | +22.6% |
| All | +1,431.6% | +2,125.1% | -693.5% | +239.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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