+100.2%
AMCR vs SUI
+366.5%
-266.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.9% | -2.8% | +1.0% | -1.1% |
| 30D | -4.1% | -1.2% | -2.9% | -3.8% |
| 3M | +21.7% | -1.7% | +23.4% | +22.2% |
| 6M | +1.5% | -10.5% | +12.0% | +4.6% |
| YTD | +13.1% | -1.8% | +15.0% | +13.6% |
| 1Y | +13.0% | -4.1% | +17.1% | +14.1% |
| 3Y | +6.9% | +11.3% | -4.3% | +2.8% |
| 5Y | -10.5% | -32.1% | +21.7% | -4.0% |
| 10Y | +20.9% | +110.4% | -89.6% | +17.1% |
| All | +100.2% | +366.5% | -266.2% | +98.2% |
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