+4.9%
AMT vs BBIO
+136.7%
-131.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.8% |
| 7D | +1.1% | -3.2% | +4.3% | +1.3% |
| 30D | +4.4% | -13.6% | +18.0% | +5.1% |
| 3M | -5.2% | +7.2% | -12.4% | -5.6% |
| 6M | -0.8% | +1.5% | -2.3% | -1.1% |
| YTD | +3.3% | -5.3% | +8.6% | +3.2% |
| 1Y | -6.0% | +37.7% | -43.7% | -8.0% |
| 3Y | +9.6% | +153.9% | -144.3% | +2.6% |
| 5Y | -29.2% | +43.9% | -73.1% | -37.9% |
| All | +4.9% | +136.7% | -131.8% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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