+10.1%
MMM vs AMT
+9.0%
+1.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -1.9% | -1.1% |
| 7D | -0.4% | +1.5% | -1.9% | -0.6% |
| 30D | +12.1% | +6.8% | +5.3% | +11.4% |
| 3M | +1.4% | +11.2% | -9.8% | +0.3% |
| 6M | +26.6% | +12.5% | +14.1% | +24.1% |
| YTD | +16.8% | +12.5% | +4.3% | +14.9% |
| 1Y | +10.1% | +10.1% | 0.0% | +7.9% |
| All | +10.1% | +9.0% | +1.1% | +7.9% |
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