+105.4%
AMT vs WWD
+479.8%
-374.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | +1.5% | +0.6% | +0.8% | +1.3% |
| 30D | +3.7% | -5.1% | +8.8% | +4.6% |
| 3M | -7.2% | -11.2% | +4.0% | -5.8% |
| 6M | -4.2% | -12.0% | +7.9% | -2.9% |
| YTD | +1.9% | +12.0% | -10.1% | -1.7% |
| 1Y | -6.4% | +42.8% | -49.2% | -14.1% |
| 3Y | +7.7% | +168.9% | -161.2% | -15.6% |
| 5Y | -30.9% | +192.2% | -223.1% | -47.9% |
| 10Y | +105.4% | +495.3% | -389.9% | +36.9% |
| All | +105.4% | +479.8% | -374.4% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded WWD 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling