+808.8%
NOW vs AMT
+96.2%
+712.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.5% |
| 7D | -2.4% | -0.2% | -2.2% | -2.2% |
| 30D | +20.5% | +4.6% | +15.9% | +18.1% |
| 3M | +18.3% | -8.4% | +26.8% | +23.3% |
| 6M | +24.1% | -6.0% | +30.1% | +27.3% |
| YTD | -7.8% | +2.1% | -9.9% | -9.5% |
| 1Y | -21.4% | -6.4% | -15.0% | -20.0% |
| 3Y | +19.5% | +8.1% | +11.5% | +4.9% |
| 5Y | +4.1% | -31.9% | +36.0% | +19.2% |
| All | +808.8% | +96.2% | +712.5% | +568.8% |
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