+140.1%
AMT vs BEN
+58.0%
+82.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.1% |
| 7D | -2.2% | +11.3% | -13.5% | -4.8% |
| 30D | +5.8% | +15.0% | -9.2% | +2.0% |
| 3M | +12.6% | +7.8% | +4.7% | +10.2% |
| 6M | +8.3% | +15.5% | -7.2% | +3.9% |
| YTD | +11.4% | +55.4% | -44.0% | -1.3% |
| 1Y | +7.7% | +63.3% | -55.5% | -5.9% |
| 3Y | +14.8% | +83.4% | -68.6% | -5.2% |
| 5Y | -18.0% | +28.1% | -46.0% | -27.1% |
| All | +140.1% | +58.0% | +82.1% | +70.6% |
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