+96.3%
AMG price history and return analytics
+53.4%
+42.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.2% |
| 7D | -4.9% | -2.3% | -2.6% | -2.1% |
| 30D | -3.7% | -5.0% | +1.2% | +2.6% |
| 3M | -2.5% | -4.9% | +2.4% | +3.9% |
| 6M | +18.6% | -1.5% | +20.2% | +20.4% |
| YTD | +25.9% | +8.5% | +17.4% | +11.9% |
| 1Y | +40.3% | +11.4% | +28.9% | +20.3% |
| 3Y | +178.3% | +70.1% | +108.2% | +33.8% |
| All | +96.3% | +53.4% | +42.9% | +14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling