-98.8%
AMC vs SUI
+118.9%
-217.7%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.7% | -13.2% | -12.8% |
| 7D | 0.0% | +8.8% | -8.8% | -3.4% |
| 30D | +4.4% | +8.9% | -4.5% | +0.5% |
| 3M | +15.4% | +2.0% | +13.3% | +14.1% |
| 6M | +93.7% | -0.6% | +94.4% | +92.6% |
| YTD | +97.4% | +1.3% | +96.1% | +94.5% |
| 1Y | +23.2% | +1.3% | +21.9% | +21.2% |
| 3Y | -71.3% | +16.3% | -87.6% | -73.9% |
| 5Y | -99.3% | -25.1% | -74.2% | -99.2% |
| All | -98.8% | +118.9% | -217.7% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling