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Improving#26 of 115 by 1M spread

Master Limited Partnerships vs the S&P 500 (AMLP): is it outperforming?

Over the past month, AMLP has outperformed the S&P 500 by 1.8 points. Here is where that puts it in the sector rotation — updated daily.

1M spread vs SPY
+1.8 pts
Quadrant
Improving
Momentum
Strong
RS health
Strong
Holdings P/E
28.3×

Where AMLP sits on the rotation map

Master Limited Partnerships highlighted against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window — the methodology explains the math.

AMLP vs SPY: head-to-head returns

AMLP (master limited partnerships) and SPY (the S&P 500) side by side over every window Zensei tracks. The spread is the difference — positive means AMLP won that window.

Window
AMLP
SPY
Spread
1 week+3.4%−0.3%+3.7 pts
2 weeks+4.4%+2.8%+1.6 pts
1 month+3.0%+1.2%+1.8 pts
3 months+5.1%+9.5%−4.3 pts
6 months+13.9%+8.5%+5.3 pts
1 year+19.2%+21.4%−2.2 pts

Data as of 2026-07-13 · computed from daily adjusted closes · how we measure

The read

Master Limited Partnerships (AMLP) has just turned the corner. Over the longer, time-shifted window it trailed the S&P 500 by 6.0 points, but over the past month it has moved clearly ahead of the market — a 1.8-point edge that puts it in the improving quadrant. Ranked by one-month spread, it currently stands #26 of the 115 groups Zensei tracks.

On the shorter tape, AMLP's momentum reads strong: the recent hourly trend is positive across every lookback Zensei measures. AMLP's relative-strength line — its price ratio against the S&P 500 — is trading above its moving averages, the healthiest configuration we track. The two signals agree — the short-term tape and the longer trend point the same way.

The exposure comes via Alerian MLP ETF, whose 15 tracked holdings are led by SUNOCO LP, ENERGY TRANSFER LP and WESTERN MIDSTREAM PARTNERS LP. Weighted by portfolio, the fund's holdings trade at roughly 28.3× earnings and 2.4× sales. The thing to watch from here is confirmation: improving groups that hold a positive one-month spread long enough for the longer window to turn are the classic early-rotation entries — the ones that fail fall back quickly.

What's inside AMLP

Top 5 of 15 tracked holdings, by portfolio weight.

Holding
Weight
1M
SUNSUNOCO LP
13.6%+8.4%
ETENERGY TRANSFER LP
13.4%+5.8%
WESWESTERN MIDSTREAM PARTNERS LP
13.1%+2.7%
PAAPLAINS ALL AMERICAN PIPELINE LP
13.0%+4.9%
MPLXMPLX LP PARTNERSHIP UNITS
12.9%+0.6%
10 more holdings — each measured against the sector, with momentum and relative strengthUnlock with Premium

Master Limited Partnerships vs the market — common questions

Is master limited partnerships outperforming the S&P 500?

Right now, yes: over the past month AMLP has outperformed the S&P 500 by 1.8 points. This page updates daily, so the answer reflects current market data rather than a dated article.

What is AMLP?

AMLP is Alerian MLP ETF, the fund Zensei uses to measure the master limited partnerships group against the S&P 500 benchmark (SPY).

Which stocks are in AMLP?

AMLP's largest tracked positions are SUNOCO LP, ENERGY TRANSFER LP, WESTERN MIDSTREAM PARTNERS LP, PLAINS ALL AMERICAN PIPELINE LP, MPLX LP PARTNERSHIP UNITS — 15 holdings in total. The full list, with each stock measured against the group, is part of Zensei Premium.

What quadrant is master limited partnerships in right now?

As of the latest daily data, master limited partnerships is in the improving quadrant — behind the market over the longer window, but ahead over the past month. The quadrant rules are documented on the Zensei methodology page.

Related sectors

Track master limited partnerships against the whole market

Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.