+95.7%
AMT vs FND
+57.9%
+37.8%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.3% |
| 7D | +1.5% | -6.8% | +8.3% | +2.6% |
| 30D | +6.8% | +8.0% | -1.2% | +5.3% |
| 3M | +11.2% | -18.9% | +30.1% | +14.6% |
| 6M | +12.5% | +4.7% | +7.8% | +10.2% |
| YTD | +12.5% | -21.6% | +34.1% | +15.1% |
| 1Y | +10.1% | -22.0% | +32.1% | +12.5% |
| 3Y | +16.0% | -40.4% | +56.5% | +20.5% |
| 5Y | -17.2% | -63.8% | +46.6% | -9.7% |
| All | +95.7% | +57.9% | +37.8% | +77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling