-30.9%
AMT vs UUUU
+132.1%
-163.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.2% |
| 7D | +1.5% | +1.8% | -0.4% | +1.4% |
| 30D | +3.7% | +1.8% | +1.9% | +3.6% |
| 3M | -7.2% | +1.3% | -8.4% | -7.4% |
| 6M | -4.2% | -26.8% | +22.6% | -3.5% |
| YTD | +1.9% | +0.1% | +1.8% | +0.5% |
| 1Y | -6.4% | +11.2% | -17.6% | -9.0% |
| 3Y | +7.7% | +97.7% | -90.0% | -0.9% |
| 5Y | -30.9% | +127.3% | -158.2% | -38.6% |
| All | -30.9% | +132.1% | -163.0% | -38.6% |
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 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