+1,444.4%
AMT vs SYY
+1,251.1%
+193.3%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | +1.6% | +4.7% | -3.1% | +0.2% |
| 30D | +4.5% | -0.7% | +5.1% | +4.4% |
| 3M | +13.8% | -6.8% | +20.6% | +15.8% |
| 6M | +10.0% | +8.6% | +1.4% | +6.8% |
| YTD | +11.8% | +8.4% | +3.4% | +7.7% |
| 1Y | +10.2% | +7.1% | +3.1% | +6.5% |
| 3Y | +15.1% | +25.2% | -10.1% | +5.6% |
| 5Y | -18.8% | +13.0% | -31.8% | -24.1% |
| 10Y | +133.7% | +88.9% | +44.8% | +70.3% |
| All | +1,444.4% | +1,251.1% | +193.3% | +545.5% |
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