+5,446.4%
AMD vs SUI
+4,142.3%
+1,304.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.2% | -4.1% | -1.4% |
| 7D | -15.5% | +10.0% | -25.5% | -19.5% |
| 30D | -22.6% | +8.4% | -31.0% | -26.3% |
| 3M | -5.7% | +0.7% | -6.4% | -7.2% |
| 6M | +43.1% | -0.9% | +44.0% | +40.1% |
| YTD | +128.2% | +0.6% | +127.6% | +120.5% |
| 1Y | +95.5% | +0.8% | +94.7% | +88.4% |
| 3Y | +335.4% | +15.5% | +320.0% | +274.7% |
| 5Y | +255.5% | -25.9% | +281.3% | +281.6% |
| 10Y | +7,350.9% | +119.5% | +7,231.4% | +4,187.6% |
| All | +5,446.4% | +4,142.3% | +1,304.1% | +1,141.2% |
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