-13.5%
AMT vs UUUU
-40.6%
+27.2%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.0% |
| 7D | +1.5% | -1.1% | +2.6% | +1.5% |
| 30D | +6.8% | -21.0% | +27.8% | +7.5% |
| 3M | +11.2% | -54.8% | +66.0% | +13.8% |
| 6M | +12.5% | -67.3% | +79.8% | +16.2% |
| YTD | +12.5% | -54.7% | +67.2% | +13.5% |
| 1Y | +10.1% | -57.4% | +67.5% | +11.2% |
| 3Y | +16.0% | -19.6% | +35.7% | +10.6% |
| All | -13.5% | -40.6% | +27.2% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling