+1,311.4%
AMT vs GEN
+2,564.5%
-1,253.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.5% |
| 7D | -0.2% | -1.2% | +1.0% | 0.0% |
| 30D | +4.6% | +10.1% | -5.5% | +2.1% |
| 3M | -8.4% | +16.1% | -24.5% | -12.0% |
| 6M | -6.0% | +38.9% | -44.9% | -14.1% |
| YTD | +2.1% | +14.4% | -12.3% | -2.5% |
| 1Y | -6.4% | +5.9% | -12.2% | -9.0% |
| 3Y | +8.1% | +58.8% | -50.7% | -6.9% |
| 5Y | -31.9% | +24.7% | -56.6% | -39.0% |
| 10Y | +97.1% | +163.1% | -66.0% | +35.0% |
| All | +1,311.4% | +2,564.5% | -1,253.1% | +344.8% |
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