+123.4%
ADI vs AMT
+9.3%
+114.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.8% | +2.0% | +5.0% |
| 7D | +4.6% | +1.1% | +3.4% | +4.6% |
| 30D | -1.2% | +4.4% | -5.5% | -0.9% |
| 3M | -7.8% | -5.2% | -2.7% | -7.6% |
| 6M | +19.3% | -0.8% | +20.2% | +19.5% |
| YTD | +40.9% | +3.3% | +37.6% | +41.1% |
| 1Y | +54.5% | -6.0% | +60.5% | +54.7% |
| 3Y | +123.4% | +9.6% | +113.8% | +112.7% |
| All | +123.4% | +9.3% | +114.1% | +112.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling