+16.8%
AMCR vs SUI
+104.7%
-87.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.4% | -1.4% | -2.2% |
| 7D | -6.3% | -4.3% | -2.0% | -4.7% |
| 30D | -7.1% | -2.1% | -5.0% | -6.4% |
| 3M | +12.7% | -6.1% | +18.8% | +15.1% |
| 6M | +5.2% | -12.8% | +17.9% | +10.4% |
| YTD | +8.1% | -4.6% | +12.7% | +9.8% |
| 1Y | +11.7% | -7.7% | +19.4% | +14.7% |
| 3Y | +9.9% | +10.9% | -1.0% | +4.0% |
| 5Y | -8.7% | -32.4% | +23.7% | +1.4% |
| 10Y | +16.8% | +105.7% | -88.9% | +10.1% |
| All | +16.8% | +104.7% | -87.9% | +10.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling