+346.9%
DELL vs AMT
-6.0%
+353.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.2% |
| 7D | +8.7% | +1.5% | +7.3% | +9.0% |
| 30D | +16.9% | +3.7% | +13.2% | +17.4% |
| 3M | +40.4% | -7.2% | +47.6% | +41.8% |
| 6M | +267.1% | -4.2% | +271.2% | +274.7% |
| YTD | +329.1% | +1.9% | +327.2% | +333.3% |
| 1Y | +346.9% | -6.4% | +353.3% | +354.1% |
| All | +346.9% | -6.0% | +353.0% | +354.1% |
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 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