+142.4%
AMT vs GEN
+152.9%
-10.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.4% | +0.6% |
| 7D | +1.5% | +2.0% | -0.5% | +1.2% |
| 30D | +6.8% | +27.7% | -20.9% | +2.9% |
| 3M | +11.2% | +3.3% | +7.9% | +10.2% |
| 6M | +12.5% | +31.8% | -19.3% | +7.3% |
| YTD | +12.5% | +13.5% | -1.0% | +9.3% |
| 1Y | +10.1% | +16.0% | -5.9% | +6.6% |
| 3Y | +16.0% | +70.6% | -54.5% | +4.6% |
| 5Y | -17.2% | +32.1% | -49.3% | -23.5% |
| All | +142.4% | +152.9% | -10.5% | +104.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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