-5.7%
AMT vs GEN
+2.7%
-8.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.7% | +0.2% |
| 7D | -0.2% | -0.7% | +0.5% | -0.1% |
| 30D | +1.8% | +2.6% | -0.8% | +1.6% |
| 3M | -6.2% | +15.8% | -22.0% | -7.5% |
| 6M | -5.0% | +33.1% | -38.1% | -6.6% |
| YTD | +2.1% | +11.3% | -9.2% | +2.9% |
| 1Y | -5.7% | +1.7% | -7.4% | -4.5% |
| All | -5.7% | +2.7% | -8.5% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling