+1,444.4%
AMT vs BEN
+347.4%
+1,097.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.4% | +0.3% |
| 7D | +1.6% | +12.1% | -10.5% | -2.9% |
| 30D | +4.5% | +13.4% | -8.9% | -0.8% |
| 3M | +13.8% | +9.4% | +4.4% | +9.4% |
| 6M | +10.0% | +19.3% | -9.2% | +1.9% |
| YTD | +11.8% | +57.3% | -45.5% | -7.6% |
| 1Y | +10.2% | +69.1% | -58.9% | -11.5% |
| 3Y | +15.1% | +85.6% | -70.5% | -14.6% |
| 5Y | -18.8% | +32.9% | -51.8% | -32.7% |
| 10Y | +133.7% | +58.3% | +75.4% | +60.2% |
| All | +1,444.4% | +347.4% | +1,097.0% | +416.4% |
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 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