+76.6%
NFLX vs AMT
+10.0%
+66.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.1% | -4.3% | -5.3% |
| 7D | -4.2% | -0.2% | -4.0% | -4.2% |
| 30D | +5.5% | +4.6% | +0.8% | +5.5% |
| 3M | -4.1% | -8.4% | +4.4% | -4.4% |
| 6M | -20.7% | -6.0% | -14.7% | -21.1% |
| YTD | -16.5% | +2.1% | -18.7% | -16.4% |
| 1Y | -37.8% | -6.4% | -31.4% | -38.1% |
| All | +76.6% | +10.0% | +66.6% | +79.1% |
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