+4,177.7%
DELL vs AMT
+96.3%
+4,081.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | +8.7% | +1.5% | +7.3% | +8.5% |
| 30D | +16.9% | +3.7% | +13.2% | +16.0% |
| 3M | +40.4% | -7.2% | +47.6% | +41.9% |
| 6M | +267.1% | -4.2% | +271.2% | +267.5% |
| YTD | +329.1% | +1.9% | +327.2% | +323.5% |
| 1Y | +346.9% | -6.4% | +353.3% | +348.8% |
| 3Y | +696.6% | +7.7% | +688.9% | +631.2% |
| 5Y | +1,106.2% | -30.9% | +1,137.1% | +1,174.4% |
| 10Y | +4,177.7% | +105.4% | +4,072.4% | +3,368.8% |
| All | +4,177.7% | +96.3% | +4,081.5% | +3,368.8% |
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