+1,311.4%
AMT vs BBY
+2,457.7%
-1,146.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.2% | -4.2% | -1.9% |
| 7D | -0.2% | +9.5% | -9.7% | -2.5% |
| 30D | +4.6% | +6.8% | -2.2% | +2.7% |
| 3M | -8.4% | +28.9% | -37.3% | -14.4% |
| 6M | -6.0% | +37.8% | -43.8% | -14.0% |
| YTD | +2.1% | +38.7% | -36.6% | -7.1% |
| 1Y | -6.4% | +23.7% | -30.1% | -12.9% |
| 3Y | +8.1% | +39.1% | -31.1% | -6.3% |
| 5Y | -31.9% | -0.4% | -31.5% | -37.6% |
| 10Y | +97.1% | +234.0% | -136.9% | +19.3% |
| All | +1,311.4% | +2,457.7% | -1,146.3% | +223.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling