+611.3%
ADI vs AMT
+94.9%
+516.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.4% | -0.2% | +2.6% | +2.5% |
| 30D | -6.6% | +1.8% | -8.4% | -7.2% |
| 3M | -9.8% | -6.2% | -3.6% | -8.6% |
| 6M | +15.7% | -5.0% | +20.7% | +16.3% |
| YTD | +35.1% | +2.1% | +33.1% | +32.0% |
| 1Y | +47.7% | -5.7% | +53.4% | +48.0% |
| 3Y | +114.5% | +7.9% | +106.5% | +93.5% |
| 5Y | +141.2% | -32.3% | +173.6% | +163.9% |
| 10Y | +611.3% | +95.0% | +516.3% | +471.4% |
| All | +611.3% | +94.9% | +516.4% | +471.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling