+1,431.6%
AMT vs GEN
+2,489.7%
-1,058.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | 0.0% | -2.0% |
| 7D | +0.5% | +2.3% | -1.7% | 0.0% |
| 30D | +13.6% | +33.1% | -19.4% | +5.7% |
| 3M | +11.5% | +6.5% | +5.0% | +8.8% |
| 6M | +6.9% | +53.8% | -46.9% | -5.2% |
| YTD | +10.8% | +11.2% | -0.4% | +5.7% |
| 1Y | +10.3% | +19.4% | -9.1% | +3.4% |
| 3Y | +12.4% | +81.0% | -68.6% | -7.0% |
| 5Y | -20.1% | +33.4% | -53.5% | -30.1% |
| 10Y | +116.8% | +164.3% | -47.5% | +47.3% |
| All | +1,431.6% | +2,489.7% | -1,058.1% | +382.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling