+1,439.7%
AMT vs MDY
+1,338.1%
+101.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.8% |
| 7D | -2.2% | +3.0% | -5.2% | -4.7% |
| 30D | +5.8% | +0.8% | +5.0% | +4.7% |
| 3M | +12.6% | -5.1% | +17.7% | +17.2% |
| 6M | +8.3% | +1.2% | +7.1% | +6.1% |
| YTD | +11.4% | +12.5% | -1.1% | -0.9% |
| 1Y | +7.7% | +13.8% | -6.0% | -5.3% |
| 3Y | +14.8% | +56.4% | -41.6% | -27.3% |
| 5Y | -18.0% | +35.3% | -53.3% | -42.0% |
| 10Y | +133.0% | +167.7% | -34.8% | -21.9% |
| All | +1,439.7% | +1,338.1% | +101.6% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 all: compounded portfolio wealth divided by compounded MDY 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…
all analysis · Full analysis span regression · 6 months rolling