+548.2%
AMT vs UUUU
-92.0%
+640.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.1% |
| 7D | -0.2% | -1.4% | +1.1% | -0.2% |
| 30D | +4.6% | +16.3% | -11.7% | +3.9% |
| 3M | -8.4% | -16.7% | +8.2% | -8.0% |
| 6M | -6.0% | -33.7% | +27.6% | -5.0% |
| YTD | +2.1% | -0.5% | +2.6% | +0.8% |
| 1Y | -6.4% | +28.9% | -35.2% | -9.3% |
| 3Y | +8.1% | +99.9% | -91.8% | +0.6% |
| 5Y | -31.9% | +135.3% | -167.2% | -38.3% |
| 10Y | +97.1% | +518.4% | -421.3% | +61.7% |
| All | +548.2% | -92.0% | +640.2% | +400.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling