+142.4%
AMT vs URI
+1,173.3%
-1,030.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | +1.5% | +6.7% | -5.2% | +0.7% |
| 30D | +6.8% | +8.9% | -2.0% | +5.5% |
| 3M | +11.2% | +0.5% | +10.7% | +10.8% |
| 6M | +12.5% | +20.7% | -8.2% | +9.0% |
| YTD | +12.5% | +40.0% | -27.5% | +6.1% |
| 1Y | +10.1% | +34.4% | -24.3% | +4.4% |
| 3Y | +16.0% | +149.5% | -133.4% | -2.1% |
| 5Y | -17.2% | +205.6% | -222.7% | -33.6% |
| All | +142.4% | +1,173.3% | -1,030.9% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling