+118.1%
DAL vs AMT
+119.7%
-1.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.3% |
| 7D | +4.6% | +4.4% | +0.2% | +3.6% |
| 30D | +2.3% | +17.7% | -15.4% | -1.4% |
| 3M | -8.1% | +16.7% | -24.8% | -11.3% |
| 6M | +21.4% | +11.1% | +10.3% | +17.9% |
| YTD | +24.3% | +13.9% | +10.4% | +19.5% |
| 1Y | +47.4% | +12.5% | +34.9% | +41.9% |
| 3Y | +164.6% | +13.2% | +151.4% | +145.2% |
| 5Y | +100.2% | -17.9% | +118.1% | +102.8% |
| All | +118.1% | +119.7% | -1.5% | +93.9% |
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