+734.5%
AMT vs SPXU
-100.0%
+834.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | 0.0% |
| 7D | -2.2% | -9.4% | +7.2% | -4.4% |
| 30D | +5.8% | +7.4% | -1.7% | +7.9% |
| 3M | +12.6% | +6.2% | +6.4% | +14.7% |
| 6M | +8.3% | -7.2% | +15.5% | +7.1% |
| YTD | +11.4% | -26.8% | +38.2% | +4.6% |
| 1Y | +7.7% | -26.3% | +34.0% | +1.5% |
| 3Y | +14.8% | -80.6% | +95.4% | -20.1% |
| 5Y | -18.0% | -83.6% | +65.6% | -38.5% |
| 10Y | +133.0% | -99.5% | +232.5% | -13.1% |
| All | +734.5% | -100.0% | +834.4% | +21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling