+106.2%
AMT vs UUUU
+465.5%
-359.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.0% | +7.8% | +3.0% |
| 7D | +1.1% | -10.5% | +11.6% | +1.6% |
| 30D | +4.4% | -10.5% | +14.9% | +4.8% |
| 3M | -5.2% | -14.1% | +9.0% | -4.7% |
| 6M | -0.8% | -35.5% | +34.7% | +0.5% |
| YTD | +3.3% | -10.9% | +14.2% | +2.2% |
| 1Y | -6.0% | +3.4% | -9.4% | -8.6% |
| 3Y | +9.6% | +73.1% | -63.5% | +1.0% |
| 5Y | -29.2% | +87.1% | -116.4% | -36.9% |
| All | +106.2% | +465.5% | -359.3% | +61.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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