+94.2%
AMT vs BIL
+25.2%
+69.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | +4.6% | +0.3% | +4.3% | +3.8% |
| 3M | -8.4% | +0.9% | -9.4% | -10.4% |
| 6M | -6.0% | +1.8% | -7.9% | -9.8% |
| YTD | +2.1% | +2.4% | -0.3% | -3.1% |
| 1Y | -6.4% | +3.7% | -10.1% | -13.6% |
| 3Y | +8.1% | +14.2% | -6.1% | -14.9% |
| 5Y | -31.9% | +19.4% | -51.3% | -47.9% |
| All | +94.2% | +25.2% | +69.0% | +66.6% |
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