+15.1%
AMT vs BND
+13.8%
+1.4%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +2.2% |
| 7D | +1.6% | -0.1% | +1.7% | +1.9% |
| 30D | +4.5% | +1.3% | +3.2% | +1.6% |
| 3M | +13.8% | -0.7% | +14.5% | +15.6% |
| 6M | +10.0% | -1.6% | +11.7% | +13.9% |
| YTD | +11.8% | -1.0% | +12.8% | +14.2% |
| 1Y | +10.2% | -0.7% | +10.9% | +11.8% |
| 3Y | +15.1% | +14.1% | +1.1% | -14.7% |
| All | +15.1% | +13.8% | +1.4% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling