+7.9%
AMT vs SPXU
-80.6%
+88.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | 0.0% |
| 7D | -0.2% | -1.5% | +1.3% | -0.2% |
| 30D | +1.8% | +3.7% | -1.9% | +1.9% |
| 3M | -6.2% | -9.6% | +3.4% | -6.3% |
| 6M | -5.0% | -32.4% | +27.4% | -6.0% |
| YTD | +2.1% | -28.7% | +30.7% | +1.1% |
| 1Y | -5.7% | -38.2% | +32.5% | -7.0% |
| 3Y | +7.9% | -80.4% | +88.4% | -9.9% |
| All | +7.9% | -80.6% | +88.5% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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