+750.9%
GOOGL vs AMT
+94.9%
+656.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +1.1% | -0.2% | +1.2% | +1.1% |
| 30D | -4.4% | +1.8% | -6.3% | -5.0% |
| 3M | -6.8% | -6.2% | -0.6% | -5.4% |
| 6M | +13.6% | -5.0% | +18.6% | +14.7% |
| YTD | +8.3% | +2.1% | +6.3% | +6.7% |
| 1Y | +44.9% | -5.7% | +50.7% | +45.9% |
| 3Y | +150.5% | +7.9% | +142.5% | +127.8% |
| 5Y | +137.7% | -32.3% | +170.1% | +159.7% |
| 10Y | +750.9% | +95.0% | +655.9% | +524.4% |
| All | +750.9% | +94.9% | +656.0% | +524.4% |
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 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