+133.5%
AMT vs BIL
+25.6%
+107.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.4% | +0.1% | -2.5% | -2.6% |
| 30D | +4.2% | 0.0% | +4.2% | +4.1% |
| 3M | +13.4% | +0.6% | +12.8% | +11.8% |
| 6M | +9.4% | +1.5% | +7.9% | +6.0% |
| YTD | +11.7% | +2.8% | +8.9% | +5.7% |
| 1Y | +7.1% | +3.3% | +3.8% | +0.4% |
| 3Y | +15.1% | +13.4% | +1.6% | -6.4% |
| 5Y | -17.9% | +19.8% | -37.7% | -33.6% |
| 10Y | +133.5% | +25.7% | +107.8% | +130.5% |
| All | +133.5% | +25.6% | +107.9% | +130.5% |
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