-13.5%
AMT vs BBY
-3.9%
-9.6%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.6% | +0.3% | +0.9% |
| 7D | +1.5% | +4.5% | -2.9% | +0.9% |
| 30D | +6.8% | +16.8% | -10.0% | +4.5% |
| 3M | +11.2% | +23.2% | -12.0% | +7.9% |
| 6M | +12.5% | +91.9% | -79.5% | +2.5% |
| YTD | +12.5% | +61.6% | -49.1% | +4.7% |
| 1Y | +10.1% | +43.9% | -33.8% | +4.0% |
| 3Y | +16.0% | +88.6% | -72.6% | -0.3% |
| All | -13.5% | -3.9% | -9.6% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 5y: compounded portfolio wealth divided by compounded BBY 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…
5y analysis · Full analysis span regression · 6 months rolling