+1,309.1%
WDC vs AMT
+96.3%
+1,212.8%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.1% |
| 7D | +7.5% | +1.5% | +6.0% | +7.1% |
| 30D | +10.1% | +3.7% | +6.3% | +9.0% |
| 3M | -6.8% | -7.2% | +0.4% | -5.9% |
| 6M | +84.1% | -4.2% | +88.3% | +83.6% |
| YTD | +180.3% | +1.9% | +178.4% | +173.0% |
| 1Y | +411.1% | -6.4% | +417.5% | +409.6% |
| 3Y | +1,375.0% | +7.7% | +1,367.3% | +1,216.9% |
| 5Y | +991.6% | -30.9% | +1,022.5% | +1,071.1% |
| 10Y | +1,309.1% | +105.4% | +1,203.7% | +1,036.7% |
| All | +1,309.1% | +96.3% | +1,212.8% | +1,036.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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