+571.7%
QQQ vs AMT
+96.3%
+475.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +1.0% | +1.5% | -0.5% | +0.6% |
| 30D | -0.6% | +3.7% | -4.4% | -1.8% |
| 3M | +1.3% | -7.2% | +8.5% | +3.1% |
| 6M | +18.1% | -4.2% | +22.3% | +18.6% |
| YTD | +16.9% | +1.9% | +15.0% | +14.5% |
| 1Y | +24.0% | -6.4% | +30.4% | +24.6% |
| 3Y | +95.6% | +7.7% | +87.9% | +77.5% |
| 5Y | +94.5% | -30.9% | +125.4% | +111.2% |
| 10Y | +571.7% | +105.4% | +466.3% | +418.4% |
| All | +571.7% | +96.3% | +475.4% | +418.4% |
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