+140.1%
AMT vs TRMB
+103.0%
+37.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | 0.0% |
| 7D | -2.2% | +4.1% | -6.2% | -2.9% |
| 30D | +5.8% | -7.0% | +12.8% | +6.5% |
| 3M | +12.6% | -0.9% | +13.5% | +11.8% |
| 6M | +8.3% | -1.2% | +9.5% | +7.4% |
| YTD | +11.4% | -28.7% | +40.2% | +17.6% |
| 1Y | +7.7% | -32.1% | +39.8% | +14.7% |
| 3Y | +14.8% | +33.4% | -18.6% | +1.0% |
| 5Y | -18.0% | -35.6% | +17.6% | -15.7% |
| All | +140.1% | +103.0% | +37.1% | +98.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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