+7.7%
AMT vs SUI
-4.1%
+11.8%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | +0.3% |
| 7D | -2.2% | -3.8% | +1.7% | +0.4% |
| 30D | +5.8% | +3.9% | +1.8% | +2.9% |
| 3M | +12.6% | +0.2% | +12.3% | +12.0% |
| 6M | +8.3% | -4.2% | +12.5% | +10.7% |
| YTD | +11.4% | -2.5% | +13.9% | +14.1% |
| 1Y | +7.7% | -4.0% | +11.7% | +10.8% |
| All | +7.7% | -4.1% | +11.8% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling