+1,311.4%
AMT vs WEC
+1,934.5%
-623.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.7% |
| 7D | -0.2% | -0.3% | 0.0% | 0.0% |
| 30D | +4.6% | -1.3% | +5.9% | +5.3% |
| 3M | -8.4% | -3.9% | -4.5% | -6.5% |
| 6M | -6.0% | -8.3% | +2.3% | -1.5% |
| YTD | +2.1% | +3.1% | -0.9% | +0.3% |
| 1Y | -6.4% | +1.9% | -8.3% | -7.7% |
| 3Y | +8.1% | +41.9% | -33.9% | -11.7% |
| 5Y | -31.9% | +30.8% | -62.7% | -41.9% |
| 10Y | +97.1% | +141.9% | -44.8% | +20.3% |
| All | +1,311.4% | +1,934.5% | -623.1% | +229.7% |
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