+18.6%
AMCR vs SUI
+123.0%
-104.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | -2.4% | -1.5% | -0.9% | -1.8% |
| 30D | +3.6% | +3.7% | -0.2% | +2.1% |
| 3M | -4.2% | -0.4% | -3.8% | -4.2% |
| 6M | +15.5% | -2.8% | +18.3% | +16.4% |
| YTD | +9.7% | -1.6% | +11.4% | +10.1% |
| 1Y | +8.3% | -2.1% | +10.4% | +8.8% |
| 3Y | +15.4% | +18.5% | -3.1% | +6.5% |
| 5Y | -9.1% | -26.5% | +17.4% | -1.9% |
| All | +18.6% | +123.0% | -104.4% | +8.9% |
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