+3.4%
AMT vs BBIO
+148.5%
-145.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -0.3% |
| 7D | +1.5% | -0.5% | +2.0% | +1.5% |
| 30D | +3.7% | -10.1% | +13.9% | +4.3% |
| 3M | -7.2% | +12.4% | -19.6% | -7.9% |
| 6M | -4.2% | +15.9% | -20.1% | -5.1% |
| YTD | +1.9% | -0.5% | +2.4% | +1.5% |
| 1Y | -6.4% | +42.2% | -48.6% | -8.5% |
| 3Y | +7.7% | +167.8% | -160.1% | +0.6% |
| 5Y | -30.9% | +49.6% | -80.5% | -39.5% |
| All | +3.4% | +148.5% | -145.1% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling