+40.2%
AMC vs SUI
+1.6%
+38.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.2% | +2.2% | +6.6% |
| 7D | +17.7% | +10.0% | +7.7% | +16.6% |
| 30D | +26.2% | +8.4% | +17.8% | +24.5% |
| 3M | +31.3% | +0.7% | +30.7% | +29.9% |
| 6M | +142.8% | -0.9% | +143.7% | +139.1% |
| YTD | +125.6% | +0.6% | +125.0% | +129.0% |
| 1Y | +40.2% | +0.8% | +39.5% | +42.1% |
| All | +40.2% | +1.6% | +38.6% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling