+5,710.3%
AMD vs SUI
+118.9%
+5,591.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.7% | -18.0% | -17.5% |
| 7D | -28.6% | +8.8% | -37.4% | -30.7% |
| 30D | -37.7% | +8.9% | -46.7% | -39.9% |
| 3M | -16.1% | +2.0% | -18.1% | -17.3% |
| 6M | +13.8% | -0.6% | +14.5% | +12.1% |
| YTD | +88.8% | +1.3% | +87.5% | +83.8% |
| 1Y | +57.8% | +1.3% | +56.5% | +53.4% |
| 3Y | +260.3% | +16.3% | +244.0% | +216.4% |
| 5Y | +196.6% | -25.1% | +221.7% | +217.4% |
| All | +5,710.3% | +118.9% | +5,591.4% | +4,620.5% |
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