+7.9%
AMT vs WSM
+239.4%
-231.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -0.2% | +2.6% | -2.7% | -0.2% |
| 30D | +1.8% | -9.5% | +11.4% | +2.1% |
| 3M | -6.2% | +12.9% | -19.1% | -6.5% |
| 6M | -5.0% | +23.0% | -28.0% | -5.6% |
| YTD | +2.1% | +28.9% | -26.9% | +1.3% |
| 1Y | -5.7% | +13.7% | -19.4% | -6.2% |
| 3Y | +7.9% | +232.6% | -224.7% | -5.0% |
| All | +7.9% | +239.4% | -231.5% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling