+1,439.7%
AMT vs SYY
+1,227.0%
+212.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | 0.0% |
| 7D | -2.2% | +1.3% | -3.5% | -2.6% |
| 30D | +5.8% | -3.5% | +9.3% | +6.6% |
| 3M | +12.6% | -9.3% | +21.9% | +15.5% |
| 6M | +8.3% | +5.9% | +2.4% | +5.9% |
| YTD | +11.4% | +6.5% | +5.0% | +7.9% |
| 1Y | +7.7% | +4.0% | +3.7% | +5.0% |
| 3Y | +14.8% | +23.0% | -8.2% | +5.8% |
| 5Y | -18.0% | +14.3% | -32.3% | -23.5% |
| 10Y | +133.0% | +85.8% | +47.1% | +70.6% |
| All | +1,439.7% | +1,227.0% | +212.8% | +547.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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