+100.6%
AMT vs CNC
+96.8%
+3.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.1% | -3.5% | -1.8% |
| 7D | -2.7% | -3.9% | +1.2% | -2.0% |
| 30D | +2.0% | +0.8% | +1.2% | +1.8% |
| 3M | -9.3% | +0.1% | -9.4% | -9.7% |
| 6M | -5.2% | +79.7% | -84.9% | -16.0% |
| YTD | +0.5% | +58.9% | -58.5% | -9.5% |
| 1Y | -7.3% | +109.1% | -116.4% | -21.7% |
| 3Y | +6.2% | 0.0% | +6.2% | +0.1% |
| 5Y | -31.2% | +9.5% | -40.7% | -37.3% |
| All | +100.6% | +96.8% | +3.7% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CNC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling