+105.4%
AMT vs BEN
+53.7%
+51.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.4% | +0.2% |
| 7D | +1.5% | +3.4% | -1.9% | +0.6% |
| 30D | +3.7% | +1.8% | +1.9% | +3.3% |
| 3M | -7.2% | +8.4% | -15.6% | -9.2% |
| 6M | -4.2% | +35.6% | -39.8% | -11.4% |
| YTD | +1.9% | +46.4% | -44.5% | -7.7% |
| 1Y | -6.4% | +46.3% | -52.7% | -15.4% |
| 3Y | +7.7% | +54.6% | -46.9% | -5.8% |
| 5Y | -30.9% | +39.4% | -70.3% | -39.4% |
| 10Y | +105.4% | +57.6% | +47.8% | +55.4% |
| All | +105.4% | +53.7% | +51.7% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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