+106.2%
AMT vs SU
+267.2%
-161.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +3.0% | +2.8% |
| 7D | +1.1% | +2.2% | -1.1% | +0.9% |
| 30D | +4.4% | +8.4% | -4.1% | +3.5% |
| 3M | -5.2% | +12.1% | -17.2% | -6.3% |
| 6M | -0.8% | +19.7% | -20.5% | -2.8% |
| YTD | +3.3% | +58.4% | -55.1% | -1.5% |
| 1Y | -6.0% | +67.2% | -73.3% | -10.9% |
| 3Y | +9.6% | +125.0% | -115.4% | -0.2% |
| 5Y | -29.2% | +355.1% | -384.3% | -41.1% |
| All | +106.2% | +267.2% | -161.0% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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