+12.8%
AMCR vs SUI
+13.6%
-0.7%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.9% | -2.8% | +1.0% | -0.8% |
| 30D | -4.1% | -1.2% | -2.9% | -3.7% |
| 3M | +21.7% | -1.7% | +23.4% | +22.3% |
| 6M | +1.5% | -10.5% | +12.0% | +5.6% |
| YTD | +13.1% | -1.8% | +15.0% | +13.7% |
| 1Y | +13.0% | -4.1% | +17.1% | +14.4% |
| All | +12.8% | +13.6% | -0.7% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling