+105.4%
AMT vs WU
-40.9%
+146.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | +1.5% | -4.9% | +6.4% | +2.7% |
| 30D | +3.7% | -1.3% | +5.0% | +4.0% |
| 3M | -7.2% | -3.6% | -3.6% | -7.3% |
| 6M | -4.2% | -24.3% | +20.2% | +1.8% |
| YTD | +1.9% | -21.1% | +23.0% | +6.6% |
| 1Y | -6.4% | -10.3% | +3.9% | -6.1% |
| 3Y | +7.7% | -28.4% | +36.1% | +13.3% |
| 5Y | -30.9% | -51.2% | +20.3% | -19.4% |
| 10Y | +105.4% | -39.6% | +145.0% | +117.0% |
| All | +105.4% | -40.9% | +146.3% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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