+6,406.4%
AMD vs SUI
+110.1%
+6,296.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.8% |
| 7D | +2.6% | -2.8% | +5.4% | +3.6% |
| 30D | -0.9% | -1.2% | +0.2% | -0.5% |
| 3M | -8.7% | -1.7% | -7.0% | -9.1% |
| 6M | +136.3% | -10.5% | +146.8% | +143.8% |
| YTD | +123.0% | -1.8% | +124.8% | +121.2% |
| 1Y | +195.2% | -4.1% | +199.3% | +193.7% |
| 3Y | +336.3% | +11.3% | +325.1% | +291.6% |
| 5Y | +334.5% | -32.1% | +366.6% | +386.6% |
| All | +6,406.4% | +110.1% | +6,296.3% | +4,960.2% |
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 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