+1,310.4%
AMT vs MCO
+4,880.8%
-3,570.4%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.8% |
| 7D | -0.2% | -2.7% | +2.6% | +0.8% |
| 30D | +1.8% | +0.9% | +0.9% | +1.5% |
| 3M | -6.2% | +8.7% | -14.9% | -9.2% |
| 6M | -5.0% | +2.4% | -7.4% | -6.2% |
| YTD | +2.1% | -5.2% | +7.2% | +2.8% |
| 1Y | -5.7% | -4.4% | -1.4% | -5.6% |
| 3Y | +7.9% | +45.1% | -37.2% | -8.4% |
| 5Y | -32.3% | +31.5% | -63.8% | -41.1% |
| 10Y | +95.0% | +380.7% | -285.7% | +7.2% |
| All | +1,310.4% | +4,880.8% | -3,570.4% | +176.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MCO 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling