+1,473.8%
AMT vs WEC
+2,172.2%
-698.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | +4.4% | +3.2% | +1.1% | +2.5% |
| 30D | +17.7% | +14.7% | +3.1% | +8.8% |
| 3M | +16.7% | +10.2% | +6.4% | +10.2% |
| 6M | +11.1% | +4.5% | +6.7% | +8.0% |
| YTD | +13.9% | +15.1% | -1.2% | +4.8% |
| 1Y | +12.5% | +9.4% | +3.1% | +6.5% |
| 3Y | +13.2% | +56.9% | -43.7% | -12.8% |
| 5Y | -17.9% | +54.4% | -72.3% | -36.1% |
| 10Y | +122.8% | +183.5% | -60.7% | +24.4% |
| All | +1,473.8% | +2,172.2% | -698.4% | +244.7% |
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