+1,311.4%
AMT vs BEN
+323.8%
+987.5%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -2.4% |
| 7D | -0.2% | +0.2% | -0.4% | -0.4% |
| 30D | +4.6% | -0.5% | +5.2% | +4.7% |
| 3M | -8.4% | +9.7% | -18.2% | -12.0% |
| 6M | -6.0% | +33.9% | -39.9% | -16.7% |
| YTD | +2.1% | +49.0% | -46.9% | -13.5% |
| 1Y | -6.4% | +42.1% | -48.5% | -19.6% |
| 3Y | +8.1% | +51.9% | -43.8% | -12.9% |
| 5Y | -31.9% | +39.0% | -71.0% | -44.9% |
| 10Y | +97.1% | +57.9% | +39.3% | +34.2% |
| All | +1,311.4% | +323.8% | +987.5% | +383.8% |
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