+105.4%
AMT vs DINO
+490.1%
-384.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +1.5% | +2.0% | -0.5% | +1.3% |
| 30D | +3.7% | +27.7% | -23.9% | +1.9% |
| 3M | -7.2% | +56.3% | -63.5% | -10.2% |
| 6M | -4.2% | +107.6% | -111.7% | -9.4% |
| YTD | +1.9% | +140.2% | -138.3% | -4.9% |
| 1Y | -6.4% | +113.0% | -119.4% | -11.9% |
| 3Y | +7.7% | +100.1% | -92.3% | +1.1% |
| 5Y | -30.9% | +328.7% | -359.6% | -40.2% |
| 10Y | +105.4% | +489.2% | -383.8% | +78.6% |
| All | +105.4% | +490.1% | -384.7% | +78.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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