+105.4%
AMT vs WPM
+523.6%
-418.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.3% |
| 7D | +1.5% | +3.9% | -2.4% | +0.9% |
| 30D | +3.7% | +17.7% | -13.9% | +1.0% |
| 3M | -7.2% | +39.4% | -46.6% | -12.4% |
| 6M | -4.2% | +6.4% | -10.6% | -5.9% |
| YTD | +1.9% | +34.0% | -32.1% | -4.5% |
| 1Y | -6.4% | +50.5% | -56.9% | -14.4% |
| 3Y | +7.7% | +280.3% | -272.6% | -17.6% |
| 5Y | -30.9% | +266.3% | -297.2% | -47.6% |
| 10Y | +105.4% | +550.8% | -445.4% | +46.3% |
| All | +105.4% | +523.6% | -418.2% | +46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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