+5,319.2%
AMD vs SUI
+4,037.5%
+1,281.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +4.9% |
| 7D | +2.6% | -2.8% | +5.4% | +4.0% |
| 30D | -0.9% | -1.2% | +0.2% | -0.4% |
| 3M | -8.7% | -1.7% | -7.0% | -9.1% |
| 6M | +136.3% | -10.5% | +146.8% | +145.7% |
| YTD | +123.0% | -1.8% | +124.8% | +120.7% |
| 1Y | +195.2% | -4.1% | +199.3% | +193.3% |
| 3Y | +336.3% | +11.3% | +325.1% | +286.2% |
| 5Y | +334.5% | -32.1% | +366.6% | +392.6% |
| 10Y | +6,259.1% | +110.4% | +6,148.7% | +3,682.6% |
| All | +5,319.2% | +4,037.5% | +1,281.7% | +1,142.6% |
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