-6.0%
AMT vs UUUU
+3.5%
-9.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.0% | +7.8% | +2.7% |
| 7D | +1.1% | -10.5% | +11.6% | +0.9% |
| 30D | +4.4% | -10.5% | +14.9% | +4.1% |
| 3M | -5.2% | -14.1% | +9.0% | -5.2% |
| 6M | -0.8% | -35.5% | +34.7% | -0.9% |
| YTD | +3.3% | -10.9% | +14.2% | +3.0% |
| 1Y | -6.0% | +3.4% | -9.4% | -5.6% |
| All | -6.0% | +3.5% | -9.5% | -5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling