+106.4%
AMCR vs SUI
+366.5%
-260.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.9% | -2.8% | +1.0% | -1.1% |
| 30D | -4.1% | -1.2% | -2.9% | -3.8% |
| 3M | +21.7% | -1.7% | +23.4% | +22.2% |
| 6M | +1.5% | -10.5% | +12.0% | +4.6% |
| YTD | +13.1% | -1.8% | +15.0% | +13.6% |
| 1Y | +16.5% | -4.1% | +20.6% | +17.6% |
| 3Y | +10.3% | +11.3% | -1.0% | +6.0% |
| 5Y | -7.7% | -32.1% | +24.4% | -1.1% |
| 10Y | +24.6% | +110.4% | -85.8% | +20.8% |
| All | +106.4% | +366.5% | -260.0% | +104.3% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling