+911.4%
AMT vs BB
+307.3%
+604.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.4% | -7.1% | -3.3% |
| 7D | +0.5% | +3.8% | -3.3% | -0.1% |
| 30D | +13.6% | -0.3% | +13.9% | +13.1% |
| 3M | +11.5% | -0.5% | +11.9% | +10.4% |
| 6M | +6.9% | +45.9% | -39.0% | -1.8% |
| YTD | +10.8% | +130.6% | -119.8% | -5.7% |
| 1Y | +10.3% | +89.2% | -78.9% | -3.5% |
| 3Y | +12.4% | +137.5% | -125.1% | -10.4% |
| 5Y | -20.1% | -20.9% | +0.8% | -27.2% |
| 10Y | +116.8% | +25.4% | +91.4% | +51.0% |
| All | +911.4% | +307.3% | +604.1% | +323.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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