+499.2%
NOW vs AMT
+113.8%
+385.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.7% | +2.3% | +0.8% |
| 7D | -3.0% | +0.5% | -3.5% | -3.3% |
| 30D | -26.0% | +13.6% | -39.6% | -30.7% |
| 3M | -13.1% | +11.5% | -24.6% | -17.8% |
| 6M | +14.5% | +6.9% | +7.6% | +10.4% |
| YTD | -33.4% | +10.8% | -44.3% | -37.5% |
| 1Y | -40.6% | +10.3% | -51.0% | -44.2% |
| 3Y | -16.3% | +12.4% | -28.7% | -27.7% |
| 5Y | -26.3% | -20.1% | -6.3% | -22.7% |
| All | +499.2% | +113.8% | +385.4% | +325.2% |
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