+2,662.4%
DELL vs AMT
+136.5%
+2,525.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +1.0% | -8.2% | -7.3% |
| 7D | +4.9% | +1.5% | +3.4% | +4.6% |
| 30D | -32.1% | +6.8% | -38.9% | -33.1% |
| 3M | -30.2% | +11.2% | -41.4% | -31.9% |
| 6M | +41.7% | +12.5% | +29.2% | +37.4% |
| YTD | +176.6% | +12.5% | +164.1% | +167.1% |
| 1Y | +159.9% | +10.1% | +149.8% | +152.4% |
| 3Y | +388.0% | +16.0% | +372.0% | +343.4% |
| 5Y | +578.2% | -17.2% | +595.4% | +582.1% |
| All | +2,662.4% | +136.5% | +2,525.9% | +2,090.8% |
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