+1,310.4%
AMT vs SU
+2,644.5%
-1,334.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | +1.8% | +13.7% | -11.8% | -0.9% |
| 3M | -6.2% | +8.0% | -14.2% | -7.9% |
| 6M | -5.0% | +21.0% | -26.0% | -9.2% |
| YTD | +2.1% | +56.2% | -54.2% | -7.6% |
| 1Y | -5.7% | +72.2% | -77.9% | -16.5% |
| 3Y | +7.9% | +118.1% | -110.2% | -10.8% |
| 5Y | -32.3% | +350.3% | -382.7% | -53.9% |
| 10Y | +95.0% | +248.5% | -153.5% | +27.8% |
| All | +1,310.4% | +2,644.5% | -1,334.1% | +477.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling