+76.4%
V vs AMT
+15.3%
+61.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.3% |
| 7D | +0.8% | +1.6% | -0.8% | +0.6% |
| 30D | +9.9% | +4.5% | +5.5% | +9.3% |
| 3M | +17.5% | +13.8% | +3.7% | +15.5% |
| 6M | +33.5% | +10.0% | +23.4% | +31.6% |
| YTD | +21.6% | +11.8% | +9.8% | +19.4% |
| 1Y | +27.6% | +10.2% | +17.3% | +25.5% |
| 3Y | +76.4% | +15.1% | +61.3% | +72.6% |
| All | +76.4% | +15.3% | +61.1% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling