+122.8%
DAL vs AMT
+113.8%
+9.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.8% | +2.7% |
| 7D | +8.8% | +0.5% | +8.3% | +8.7% |
| 30D | +5.4% | +13.6% | -8.2% | +2.3% |
| 3M | -4.9% | +11.5% | -16.4% | -7.4% |
| 6M | +19.8% | +6.9% | +12.9% | +17.3% |
| YTD | +27.0% | +10.8% | +16.2% | +22.7% |
| 1Y | +52.5% | +10.3% | +42.1% | +47.4% |
| 3Y | +173.8% | +12.4% | +161.4% | +153.5% |
| 5Y | +104.5% | -20.1% | +124.6% | +108.3% |
| All | +122.8% | +113.8% | +9.0% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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