+133.5%
AMT vs SUI
+120.9%
+12.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.4% |
| 7D | -2.4% | -2.4% | +0.1% | -1.0% |
| 30D | +4.2% | +3.3% | +0.9% | +2.1% |
| 3M | +13.4% | +0.7% | +12.7% | +12.8% |
| 6M | +9.4% | -4.1% | +13.5% | +11.9% |
| YTD | +11.7% | -1.8% | +13.5% | +12.6% |
| 1Y | +7.1% | -4.1% | +11.2% | +9.4% |
| 3Y | +15.1% | +17.4% | -2.3% | +2.2% |
| 5Y | -17.9% | -27.0% | +9.1% | -5.2% |
| 10Y | +133.5% | +121.2% | +12.3% | +53.4% |
| All | +133.5% | +120.9% | +12.6% | +53.4% |
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