+440.7%
AME vs SUI
+123.0%
+317.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | +5.9% | -1.5% | +7.4% | +6.4% |
| 30D | -1.9% | +3.7% | -5.7% | -3.6% |
| 3M | -5.4% | -0.4% | -5.0% | -5.8% |
| 6M | +4.9% | -2.8% | +7.7% | +4.9% |
| YTD | +18.5% | -1.6% | +20.1% | +17.7% |
| 1Y | +25.5% | -2.1% | +27.5% | +24.8% |
| 3Y | +63.0% | +18.5% | +44.5% | +47.1% |
| 5Y | +78.3% | -26.5% | +104.8% | +92.8% |
| All | +440.7% | +123.0% | +317.7% | +398.0% |
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