+772.7%
GOOG vs AMT
+96.3%
+676.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -1.6% | +1.5% | -3.0% | -2.0% |
| 30D | -7.7% | +3.7% | -11.4% | -8.6% |
| 3M | -9.3% | -7.2% | -2.1% | -7.7% |
| 6M | +7.4% | -4.2% | +11.6% | +8.2% |
| YTD | +4.9% | +1.9% | +3.0% | +3.3% |
| 1Y | +37.2% | -6.4% | +43.6% | +38.3% |
| 3Y | +141.6% | +7.7% | +133.9% | +120.2% |
| 5Y | +128.8% | -30.9% | +159.7% | +147.5% |
| 10Y | +772.7% | +105.4% | +667.3% | +536.3% |
| All | +772.7% | +96.3% | +676.5% | +536.3% |
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