+142.4%
AMT vs BTG
+164.8%
-22.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.1% |
| 7D | +1.5% | -9.1% | +10.6% | +2.3% |
| 30D | +6.8% | -1.6% | +8.4% | +6.8% |
| 3M | +11.2% | -2.8% | +14.0% | +11.1% |
| 6M | +12.5% | -7.6% | +20.1% | +12.5% |
| YTD | +12.5% | +10.2% | +2.3% | +9.6% |
| 1Y | +10.1% | +21.3% | -11.1% | +6.1% |
| 3Y | +16.0% | +82.7% | -66.7% | +5.2% |
| 5Y | -17.2% | +30.8% | -48.0% | -23.5% |
| All | +142.4% | +164.8% | -22.4% | +115.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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