-99.3%
AMC vs SUI
-26.3%
-73.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +3.0% |
| 7D | +2.6% | +6.2% | -3.6% | -1.7% |
| 30D | +9.0% | +8.6% | +0.4% | +2.1% |
| 3M | +22.2% | +1.0% | +21.2% | +20.6% |
| 6M | +91.5% | -2.6% | +94.1% | +91.8% |
| YTD | +101.3% | -0.1% | +101.4% | +97.0% |
| 1Y | +20.8% | +0.5% | +20.3% | +17.3% |
| 3Y | -71.3% | +15.3% | -86.6% | -77.3% |
| All | -99.3% | -26.3% | -73.0% | -99.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling