+74.7%
AMT vs FND
+54.9%
+19.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | -2.7% | -5.1% | +2.4% | -1.9% |
| 30D | +2.0% | -22.5% | +24.6% | +6.2% |
| 3M | -9.3% | -5.0% | -4.3% | -9.2% |
| 6M | -5.2% | -21.5% | +16.3% | -2.5% |
| YTD | +0.5% | -23.0% | +23.5% | +3.4% |
| 1Y | -7.3% | -44.9% | +37.6% | +0.6% |
| 3Y | +6.2% | -50.0% | +56.2% | +14.0% |
| 5Y | -31.2% | -63.3% | +32.2% | -25.0% |
| All | +74.7% | +54.9% | +19.8% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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