+124.5%
AMT vs IBB
+139.6%
-15.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.0% |
| 7D | +0.4% | +2.7% | -2.3% | -0.8% |
| 30D | +3.7% | +6.3% | -2.6% | +0.9% |
| 3M | +10.7% | +11.1% | -0.3% | +5.6% |
| 6M | +9.3% | +29.2% | -20.0% | -2.5% |
| YTD | +10.9% | +30.2% | -19.3% | -1.8% |
| 1Y | +10.5% | +39.5% | -29.0% | -5.1% |
| 3Y | +15.5% | +92.3% | -76.8% | -15.8% |
| 5Y | -20.6% | +43.0% | -63.6% | -34.6% |
| 10Y | +124.5% | +137.1% | -12.6% | +53.1% |
| All | +124.5% | +139.6% | -15.1% | +53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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