+521.8%
NOW vs AMT
+134.0%
+387.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | -5.6% | -2.4% | -3.2% | -4.6% |
| 30D | -26.8% | +4.2% | -31.0% | -28.4% |
| 3M | -19.4% | +13.4% | -32.8% | -24.4% |
| 6M | +12.3% | +9.4% | +2.9% | +7.1% |
| YTD | -32.9% | +11.7% | -44.6% | -37.2% |
| 1Y | -40.3% | +7.1% | -47.4% | -43.1% |
| 3Y | -19.1% | +15.1% | -34.1% | -31.0% |
| 5Y | -24.4% | -17.9% | -6.5% | -21.8% |
| 10Y | +521.8% | +133.5% | +388.3% | +337.3% |
| All | +521.8% | +134.0% | +387.8% | +337.3% |
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