+7,861.8%
AMT vs NDAQ
+2,327.9%
+5,533.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.5% |
| 7D | -0.2% | -2.4% | +2.2% | +0.5% |
| 30D | +4.6% | +2.5% | +2.2% | +3.9% |
| 3M | -8.4% | +9.9% | -18.4% | -11.0% |
| 6M | -6.0% | +9.4% | -15.5% | -8.7% |
| YTD | +2.1% | +0.4% | +1.7% | +1.2% |
| 1Y | -6.4% | +4.0% | -10.4% | -8.3% |
| 3Y | +8.1% | +94.4% | -86.3% | -12.4% |
| 5Y | -31.9% | +56.7% | -88.6% | -41.7% |
| 10Y | +97.1% | +375.3% | -278.2% | +25.4% |
| All | +7,861.8% | +2,327.9% | +5,533.9% | +3,430.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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