+1,431.6%
AMT vs BEN
+315.8%
+1,115.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.7% | -7.4% | -4.5% |
| 7D | +0.5% | +6.6% | -6.1% | -2.0% |
| 30D | +13.6% | +3.8% | +9.8% | +11.6% |
| 3M | +11.5% | +0.2% | +11.2% | +10.9% |
| 6M | +6.9% | +10.4% | -3.5% | +2.0% |
| YTD | +10.8% | +46.2% | -35.3% | -5.7% |
| 1Y | +10.3% | +52.3% | -41.9% | -7.8% |
| 3Y | +12.4% | +65.9% | -53.5% | -12.9% |
| 5Y | -20.1% | +20.6% | -40.6% | -31.2% |
| 10Y | +116.8% | +64.8% | +52.0% | +44.5% |
| All | +1,431.6% | +315.8% | +1,115.8% | +427.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling