+1,443.4%
AMT vs VRSN
+5,185.6%
-3,742.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.3% |
| 7D | -2.4% | -1.2% | -1.1% | -2.0% |
| 30D | +4.2% | +3.8% | +0.4% | +3.1% |
| 3M | +13.4% | +9.5% | +3.9% | +10.5% |
| 6M | +9.4% | +10.3% | -0.9% | +6.1% |
| YTD | +11.7% | +30.5% | -18.8% | +3.0% |
| 1Y | +7.1% | +27.9% | -20.7% | -0.7% |
| 3Y | +15.1% | +54.3% | -39.2% | +0.3% |
| 5Y | -17.9% | +37.2% | -55.0% | -26.5% |
| 10Y | +133.5% | +293.1% | -159.5% | +57.1% |
| All | +1,443.4% | +5,185.6% | -3,742.3% | +297.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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