+140.1%
AMT vs WING
+620.6%
-480.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.5% | +4.2% | +0.2% |
| 7D | -2.2% | -3.9% | +1.7% | -1.8% |
| 30D | +5.8% | +26.6% | -20.9% | +2.9% |
| 3M | +12.6% | +42.5% | -29.9% | +7.9% |
| 6M | +8.3% | +29.4% | -21.1% | +4.2% |
| YTD | +11.4% | -32.8% | +44.2% | +14.0% |
| 1Y | +7.7% | -33.5% | +41.2% | +10.1% |
| 3Y | +14.8% | -23.4% | +38.2% | +9.2% |
| 5Y | -18.0% | -0.4% | -17.5% | -27.9% |
| All | +140.1% | +620.6% | -480.5% | +68.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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