+2,293.6%
WDC vs AMT
+1,431.6%
+862.0%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.7% | +1.2% | -0.8% |
| 7D | -28.0% | +0.5% | -28.5% | -28.1% |
| 30D | -34.9% | +13.6% | -48.5% | -37.3% |
| 3M | -41.6% | +11.5% | -53.0% | -43.5% |
| 6M | -45.4% | +6.9% | -52.3% | -47.4% |
| YTD | +53.3% | +10.8% | +42.5% | +45.6% |
| 1Y | +61.5% | +10.3% | +51.2% | +53.6% |
| 3Y | +712.3% | +12.4% | +699.9% | +646.5% |
| 5Y | +524.2% | -20.1% | +544.3% | +521.7% |
| 10Y | +616.5% | +116.8% | +499.7% | +445.8% |
| All | +2,293.6% | +1,431.6% | +862.0% | +999.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling