+17,186.4%
AME vs SUI
+4,037.5%
+13,148.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +0.6% | -2.8% | +3.5% | +1.6% |
| 30D | -6.7% | -1.2% | -5.5% | -6.4% |
| 3M | +4.1% | -1.7% | +5.8% | +4.2% |
| 6M | +1.6% | -10.5% | +12.0% | +5.1% |
| YTD | +16.1% | -1.8% | +18.0% | +16.1% |
| 1Y | +27.3% | -4.1% | +31.4% | +28.2% |
| 3Y | +50.9% | +11.3% | +39.6% | +40.6% |
| 5Y | +81.4% | -32.1% | +113.5% | +99.8% |
| 10Y | +417.0% | +110.4% | +306.5% | +267.2% |
| All | +17,186.4% | +4,037.5% | +13,148.9% | +5,553.2% |
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