+52.5%
DAL vs AMT
+9.8%
+42.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.7% | +4.8% | +2.0% |
| 7D | +8.8% | +0.5% | +8.3% | +8.8% |
| 30D | +5.4% | +13.6% | -8.2% | +6.4% |
| 3M | -4.9% | +11.5% | -16.4% | -4.1% |
| 6M | +19.8% | +6.9% | +12.9% | +20.7% |
| YTD | +27.0% | +10.8% | +16.2% | +29.8% |
| 1Y | +52.5% | +10.3% | +42.1% | +56.5% |
| All | +52.5% | +9.8% | +42.6% | +56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling