+124.5%
AMT vs HDB
+61.5%
+63.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.6% |
| 7D | +0.4% | +13.7% | -13.3% | -3.0% |
| 30D | +3.7% | +15.8% | -12.1% | -0.3% |
| 3M | +10.7% | +9.2% | +1.5% | +7.9% |
| 6M | +9.3% | +3.2% | +6.1% | +7.6% |
| YTD | +10.9% | -29.4% | +40.3% | +20.5% |
| 1Y | +10.5% | -27.9% | +38.5% | +19.3% |
| 3Y | +15.5% | -5.9% | +21.4% | +13.2% |
| 5Y | -20.6% | -23.5% | +2.9% | -18.7% |
| 10Y | +124.5% | +61.3% | +63.2% | +83.7% |
| All | +124.5% | +61.5% | +63.0% | +83.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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