+7,445.6%
AMT vs TRI
+584.3%
+6,861.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +0.9% | +1.0% |
| 7D | +1.5% | -2.9% | +4.4% | +2.9% |
| 30D | +6.8% | +3.7% | +3.1% | +4.2% |
| 3M | +11.2% | +3.7% | +7.5% | +7.4% |
| 6M | +12.5% | +35.1% | -22.7% | -6.9% |
| YTD | +12.5% | -14.0% | +26.5% | +13.4% |
| 1Y | +10.1% | -19.0% | +29.1% | +14.5% |
| 3Y | +16.0% | -12.0% | +28.0% | +11.7% |
| 5Y | -17.2% | +0.6% | -17.8% | -26.7% |
| 10Y | +135.2% | +225.4% | -90.2% | +5.3% |
| All | +7,445.6% | +584.3% | +6,861.3% | +1,284.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling