+133.7%
AMT vs LSCC
+1,348.6%
-1,214.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | +1.6% | +5.0% | -3.4% | +1.2% |
| 30D | +4.5% | -11.7% | +16.2% | +5.2% |
| 3M | +13.8% | -13.3% | +27.1% | +14.5% |
| 6M | +10.0% | -12.5% | +22.6% | +9.7% |
| YTD | +11.8% | +51.2% | -39.4% | +4.9% |
| 1Y | +10.2% | +65.9% | -55.7% | +2.4% |
| 3Y | +15.1% | +95.3% | -80.2% | +0.5% |
| 5Y | -18.8% | +38.6% | -57.4% | -28.7% |
| All | +133.7% | +1,348.6% | -1,214.9% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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