+441.6%
AME vs SUI
+120.9%
+320.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.8% | +1.4% | +0.9% |
| 7D | +1.1% | -2.4% | +3.5% | +1.9% |
| 30D | -4.1% | +3.3% | -7.4% | -5.6% |
| 3M | -6.3% | +0.7% | -7.0% | -7.1% |
| 6M | +3.5% | -4.1% | +7.7% | +4.0% |
| YTD | +17.3% | -1.8% | +19.1% | +16.6% |
| 1Y | +22.0% | -4.1% | +26.1% | +22.3% |
| 3Y | +62.0% | +17.4% | +44.6% | +46.7% |
| 5Y | +78.5% | -27.0% | +105.5% | +93.6% |
| 10Y | +441.6% | +121.2% | +320.4% | +399.8% |
| All | +441.6% | +120.9% | +320.7% | +399.8% |
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