+253.8%
INTC vs AMT
+94.9%
+158.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.1% | +9.1% | +9.1% |
| 7D | +17.4% | -0.2% | +17.6% | +17.4% |
| 30D | +2.8% | +1.8% | +0.9% | +2.2% |
| 3M | -5.3% | -6.2% | +0.9% | -4.4% |
| 6M | +140.6% | -5.0% | +145.6% | +140.7% |
| YTD | +183.1% | +2.1% | +181.1% | +174.5% |
| 1Y | +326.8% | -5.7% | +332.5% | +323.3% |
| 3Y | +179.4% | +7.9% | +171.5% | +150.1% |
| 5Y | +111.7% | -32.3% | +144.1% | +129.4% |
| 10Y | +253.8% | +95.0% | +158.8% | +161.5% |
| All | +253.8% | +94.9% | +158.9% | +161.5% |
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