+105.2%
AMCR vs SUI
+374.6%
-269.4%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.7% | -1.7% |
| 7D | -5.3% | +6.2% | -11.5% | -6.9% |
| 30D | +8.7% | +8.6% | +0.2% | +6.2% |
| 3M | -3.3% | +1.0% | -4.3% | -3.7% |
| 6M | +15.1% | -2.6% | +17.7% | +15.7% |
| YTD | +12.4% | -0.1% | +12.6% | +12.3% |
| 1Y | +15.8% | +0.5% | +15.3% | +15.4% |
| 3Y | +16.7% | +15.3% | +1.5% | +11.1% |
| 5Y | -5.1% | -26.1% | +21.1% | -0.3% |
| 10Y | +21.5% | +117.8% | -96.3% | +17.2% |
| All | +105.2% | +374.6% | -269.4% | +101.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling