+1,311.4%
AMT vs SYY
+1,283.4%
+27.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.7% |
| 7D | -0.2% | -2.3% | +2.1% | +0.5% |
| 30D | +4.6% | -4.9% | +9.6% | +6.2% |
| 3M | -8.4% | +8.4% | -16.8% | -10.8% |
| 6M | -6.0% | -7.4% | +1.3% | -4.5% |
| YTD | +2.1% | +11.0% | -8.9% | -2.0% |
| 1Y | -6.4% | -0.2% | -6.2% | -7.2% |
| 3Y | +8.1% | +23.8% | -15.7% | -0.2% |
| 5Y | -31.9% | +18.1% | -50.1% | -37.1% |
| 10Y | +97.1% | +94.6% | +2.5% | +42.7% |
| All | +1,311.4% | +1,283.4% | +27.9% | +487.8% |
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