-17.9%
AMT vs SUI
-25.7%
+7.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.9% |
| 7D | +4.4% | +8.8% | -4.4% | -0.9% |
| 30D | +17.7% | +8.9% | +8.8% | +11.7% |
| 3M | +16.7% | +2.0% | +14.6% | +15.0% |
| 6M | +11.1% | -0.6% | +11.8% | +11.3% |
| YTD | +13.9% | +1.3% | +12.5% | +12.6% |
| 1Y | +12.5% | +1.3% | +11.3% | +11.2% |
| 3Y | +13.2% | +16.3% | -3.1% | -0.2% |
| 5Y | -17.9% | -25.1% | +7.2% | -5.5% |
| All | -17.9% | -25.7% | +7.8% | -5.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling