+164.6%
MMM vs AMT
+16.0%
+148.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -2.6% | -2.4% | -0.2% | -2.3% |
| 30D | +17.4% | +4.2% | +13.2% | +16.8% |
| 3M | +3.6% | +13.4% | -9.8% | +2.0% |
| 6M | +33.0% | +9.4% | +23.6% | +31.3% |
| YTD | +19.6% | +11.7% | +8.0% | +17.8% |
| 1Y | +14.0% | +7.1% | +6.9% | +12.8% |
| All | +164.6% | +16.0% | +148.6% | +154.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling