+337.4%
AMD vs SUI
+16.0%
+321.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.1% | +2.0% |
| 7D | -15.5% | +10.0% | -25.5% | -13.9% |
| 30D | -22.6% | +8.4% | -31.0% | -21.4% |
| 3M | -5.7% | +0.7% | -6.4% | -4.9% |
| 6M | +43.1% | -0.9% | +44.0% | +44.4% |
| YTD | +128.2% | +0.6% | +127.6% | +130.0% |
| 1Y | +95.5% | +0.8% | +94.7% | +96.9% |
| All | +337.4% | +16.0% | +321.3% | +317.3% |
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