+431.3%
AME vs SUI
+117.1%
+314.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.5% |
| 7D | -4.1% | +3.4% | -7.6% | -5.4% |
| 30D | -4.1% | +4.6% | -8.7% | -6.0% |
| 3M | -5.6% | +1.6% | -7.2% | -6.7% |
| 6M | +2.8% | -3.5% | +6.3% | +3.1% |
| YTD | +16.6% | -1.0% | +17.6% | +15.6% |
| 1Y | +21.1% | -1.7% | +22.8% | +20.3% |
| 3Y | +61.1% | +18.4% | +42.7% | +45.4% |
| 5Y | +76.6% | -26.3% | +102.9% | +90.9% |
| 10Y | +431.3% | +123.3% | +308.0% | +389.2% |
| All | +431.3% | +117.1% | +314.2% | +389.2% |
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