-32.3%
AMT vs DINO
+313.0%
-345.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.8% | -0.2% |
| 7D | -0.2% | +4.2% | -4.3% | -0.3% |
| 30D | +1.8% | +33.9% | -32.0% | +0.9% |
| 3M | -6.2% | +50.5% | -56.7% | -7.5% |
| 6M | -5.0% | +95.2% | -100.2% | -7.3% |
| YTD | +2.1% | +140.6% | -138.5% | -1.4% |
| 1Y | -5.7% | +119.0% | -124.7% | -8.6% |
| 3Y | +7.9% | +100.4% | -92.5% | +4.7% |
| 5Y | -32.3% | +324.6% | -356.9% | -36.7% |
| All | -32.3% | +313.0% | -345.3% | -36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling