+106.2%
AMT vs TRI
+196.2%
-90.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.2% |
| 7D | +1.1% | -7.9% | +9.0% | +4.2% |
| 30D | +4.4% | -4.5% | +8.9% | +5.8% |
| 3M | -5.2% | +22.1% | -27.3% | -13.3% |
| 6M | -0.8% | -2.8% | +1.9% | -2.0% |
| YTD | +3.3% | -23.4% | +26.7% | +12.6% |
| 1Y | -6.0% | -41.5% | +35.5% | +17.1% |
| 3Y | +9.6% | -19.2% | +28.8% | +10.8% |
| 5Y | -29.2% | -9.4% | -19.8% | -34.1% |
| All | +106.2% | +196.2% | -90.0% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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