+1,045.9%
AMT vs WPM
+5,967.5%
-4,921.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.4% |
| 30D | +4.6% | +26.4% | -21.7% | +1.1% |
| 3M | -8.4% | +20.8% | -29.3% | -11.4% |
| 6M | -6.0% | +1.1% | -7.1% | -7.1% |
| YTD | +2.1% | +32.5% | -30.3% | -3.3% |
| 1Y | -6.4% | +51.5% | -57.9% | -13.4% |
| 3Y | +8.1% | +267.0% | -259.0% | -13.0% |
| 5Y | -31.9% | +250.1% | -282.1% | -45.4% |
| 10Y | +97.1% | +540.4% | -443.2% | +40.7% |
| All | +1,045.9% | +5,967.5% | -4,921.6% | +401.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling