-97.4%
AMC vs SUI
+356.5%
-454.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +5.2% | +2.2% | +5.3% |
| 7D | +17.7% | +10.0% | +7.7% | +13.5% |
| 30D | +26.2% | +8.4% | +17.8% | +22.0% |
| 3M | +31.3% | +0.7% | +30.7% | +30.8% |
| 6M | +142.8% | -0.9% | +143.7% | +141.9% |
| YTD | +125.6% | +0.6% | +125.0% | +123.2% |
| 1Y | +40.2% | +0.8% | +39.5% | +38.4% |
| 3Y | -67.2% | +15.5% | -82.6% | -69.8% |
| 5Y | -99.1% | -25.9% | -73.3% | -99.1% |
| 10Y | -98.5% | +119.5% | -218.1% | -98.8% |
| All | -97.4% | +356.5% | -454.0% | -98.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling