+93.6%
AMT vs SUI
+110.1%
-16.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.9% |
| 7D | -0.2% | -2.8% | +2.6% | +1.5% |
| 30D | +4.6% | -1.2% | +5.8% | +5.3% |
| 3M | -8.4% | -1.7% | -6.7% | -7.5% |
| 6M | -6.0% | -10.5% | +4.4% | +0.1% |
| YTD | +2.1% | -1.8% | +4.0% | +3.1% |
| 1Y | -6.4% | -4.1% | -2.3% | -4.4% |
| 3Y | +8.1% | +11.3% | -3.2% | -1.0% |
| 5Y | -31.9% | -32.1% | +0.2% | -18.0% |
| All | +93.6% | +110.1% | -16.4% | +21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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