+75.9%
UBER vs AMT
+11.3%
+64.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -2.8% | -0.2% | -2.6% | -2.8% |
| 30D | -2.5% | +1.8% | -4.4% | -3.1% |
| 3M | +4.4% | -6.2% | +10.6% | +6.1% |
| 6M | -2.7% | -5.0% | +2.3% | -1.7% |
| YTD | -10.5% | +2.1% | -12.6% | -11.7% |
| 1Y | -22.5% | -5.7% | -16.8% | -22.0% |
| 3Y | +54.8% | +7.9% | +46.9% | +43.6% |
| 5Y | +82.5% | -32.3% | +114.8% | +97.6% |
| All | +75.9% | +11.3% | +64.6% | +57.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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