+1,909.6%
EQT vs AMT
+1,310.4%
+599.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -0.8% | -0.2% | -0.7% | -0.8% |
| 30D | +6.6% | +1.8% | +4.8% | +6.3% |
| 3M | +4.4% | -6.2% | +10.5% | +5.2% |
| 6M | -10.5% | -5.0% | -5.5% | -10.1% |
| YTD | +3.7% | +2.1% | +1.7% | +3.0% |
| 1Y | +9.9% | -5.7% | +15.6% | +10.3% |
| 3Y | +35.4% | +7.9% | +27.4% | +31.9% |
| 5Y | +189.2% | -32.3% | +221.5% | +200.2% |
| 10Y | +50.7% | +95.0% | -44.3% | +33.6% |
| All | +1,909.6% | +1,310.4% | +599.2% | +1,289.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling