+454.5%
TEAM vs AMT
+134.0%
+320.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.6% |
| 7D | -19.7% | -2.4% | -17.3% | -18.8% |
| 30D | -26.6% | +4.2% | -30.8% | -27.9% |
| 3M | -1.1% | +13.4% | -14.5% | -6.3% |
| 6M | +74.6% | +9.4% | +65.2% | +67.9% |
| YTD | -6.0% | +11.7% | -17.7% | -11.3% |
| 1Y | -3.2% | +7.1% | -10.4% | -7.2% |
| 3Y | -13.5% | +15.1% | -28.6% | -24.5% |
| 5Y | -65.5% | -17.9% | -47.6% | -64.5% |
| 10Y | +454.5% | +133.5% | +321.0% | +324.4% |
| All | +454.5% | +134.0% | +320.6% | +324.4% |
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