+94.2%
AMT vs BUD
-23.7%
+117.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.2% | -1.1% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | +4.6% | -5.7% | +10.3% | +6.4% |
| 3M | -8.4% | +3.1% | -11.6% | -9.3% |
| 6M | -6.0% | +7.9% | -13.9% | -8.4% |
| YTD | +2.1% | +27.3% | -25.2% | -5.1% |
| 1Y | -6.4% | +37.8% | -44.2% | -15.0% |
| 3Y | +8.1% | +49.8% | -41.8% | -5.0% |
| 5Y | -31.9% | +43.8% | -75.8% | -40.5% |
| All | +94.2% | -23.7% | +117.8% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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