+112.7%
AMT vs BIL
+25.2%
+87.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | 0.0% | -2.7% | -2.8% |
| 7D | +0.5% | -0.3% | +0.8% | +1.4% |
| 30D | +13.6% | 0.0% | +13.6% | +13.5% |
| 3M | +11.5% | +0.3% | +11.1% | +10.5% |
| 6M | +6.9% | +1.2% | +5.7% | +3.6% |
| YTD | +10.8% | +2.5% | +8.4% | +4.4% |
| 1Y | +10.3% | +3.0% | +7.3% | +2.4% |
| 3Y | +12.4% | +13.2% | -0.7% | -14.6% |
| 5Y | -20.1% | +19.4% | -39.5% | -42.6% |
| All | +112.7% | +25.2% | +87.5% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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