+142.4%
AMT vs AMC
-98.8%
+241.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.7% | +3.7% | +1.0% |
| 7D | +1.5% | +3.5% | -2.0% | +1.5% |
| 30D | +6.8% | +12.5% | -5.6% | +6.6% |
| 3M | +11.2% | +23.6% | -12.4% | +10.9% |
| 6M | +12.5% | +144.4% | -131.9% | +11.0% |
| YTD | +12.5% | +108.3% | -95.8% | +11.1% |
| 1Y | +10.1% | +38.9% | -28.8% | +9.2% |
| 3Y | +16.0% | -58.9% | +74.9% | +15.8% |
| 5Y | -17.2% | -99.2% | +82.0% | -15.5% |
| All | +142.4% | -98.8% | +241.2% | +129.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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