-31.2%
AMT vs BBY
-1.6%
-29.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.7% | +0.7% | -3.4% | -2.8% |
| 30D | +2.0% | +5.8% | -3.8% | +1.2% |
| 3M | -9.3% | +18.0% | -27.3% | -11.4% |
| 6M | -5.2% | +39.8% | -45.1% | -9.8% |
| YTD | +0.5% | +35.4% | -34.9% | -4.1% |
| 1Y | -7.3% | +21.4% | -28.7% | -10.4% |
| 3Y | +6.2% | +39.5% | -33.3% | -3.5% |
| 5Y | -31.2% | -0.5% | -30.7% | -38.3% |
| All | -31.2% | -1.6% | -29.6% | -38.3% |
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