+13.3%
AMCR vs SUI
+104.7%
-91.5%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| 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 | +10.0% | -7.7% | +17.7% | +12.9% |
| 3Y | +6.6% | +10.9% | -4.4% | +0.9% |
| 5Y | -11.4% | -32.4% | +21.0% | -1.6% |
| 10Y | +13.3% | +105.7% | -92.4% | +6.7% |
| All | +13.3% | +104.7% | -91.5% | +6.7% |
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