+42.2%
UBER vs AMT
+13.8%
+28.4%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +6.7% | +0.4% | +6.3% | +6.7% |
| 30D | -0.5% | +3.7% | -4.2% | -0.7% |
| 3M | -5.1% | +10.7% | -15.9% | -5.8% |
| 6M | -5.7% | +9.3% | -14.9% | -6.4% |
| YTD | -12.9% | +10.9% | -23.8% | -13.6% |
| 1Y | -22.6% | +10.5% | -33.2% | -23.2% |
| 3Y | +42.2% | +15.5% | +26.7% | +34.9% |
| All | +42.2% | +13.8% | +28.4% | +34.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling