-99.9%
AMIX vs SU
+125.7%
-225.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.5% | +8.4% | +9.1% |
| 7D | +11.4% | -10.2% | +21.7% | +5.6% |
| 30D | -40.5% | -6.2% | -34.3% | -42.1% |
| 3M | -80.1% | +8.7% | -88.8% | -78.8% |
| 6M | -74.8% | +7.2% | -82.1% | -73.9% |
| YTD | -84.0% | +55.9% | -139.9% | -84.4% |
| 1Y | -89.7% | +60.4% | -150.1% | -90.0% |
| All | -99.9% | +125.7% | -225.6% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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