+10.3%
AMT vs IBB
+35.8%
-25.4%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.7% | -4.4% | -2.8% |
| 7D | +0.5% | -1.8% | +2.4% | +0.7% |
| 30D | +13.6% | +5.1% | +8.5% | +12.9% |
| 3M | +11.5% | +10.7% | +0.8% | +10.2% |
| 6M | +6.9% | +22.9% | -16.0% | +4.3% |
| YTD | +10.8% | +26.7% | -15.9% | +7.0% |
| 1Y | +10.3% | +35.1% | -24.8% | +1.7% |
| All | +10.3% | +35.8% | -25.4% | +1.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling