+1,311.4%
AMT vs SUI
+1,718.4%
-407.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.9% |
| 7D | -0.2% | -2.8% | +2.6% | +1.1% |
| 30D | +4.6% | -1.2% | +5.8% | +5.2% |
| 3M | -8.4% | -1.7% | -6.7% | -7.7% |
| 6M | -6.0% | -10.5% | +4.4% | -1.1% |
| YTD | +2.1% | -1.8% | +4.0% | +3.0% |
| 1Y | -6.4% | -4.1% | -2.3% | -4.7% |
| 3Y | +8.1% | +11.3% | -3.2% | +1.4% |
| 5Y | -31.9% | -32.1% | +0.2% | -20.4% |
| 10Y | +97.1% | +110.4% | -13.3% | +37.6% |
| All | +1,311.4% | +1,718.4% | -407.0% | +182.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling