-81.4%
AMIX vs SU
+72.8%
-154.2%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.0% | +1.3% |
| 7D | -3.4% | -1.0% | -2.4% | -5.2% |
| 30D | -54.4% | +13.7% | -68.1% | -41.1% |
| 3M | -45.7% | +8.0% | -53.8% | -39.9% |
| 6M | -49.2% | +21.0% | -70.2% | -43.6% |
| YTD | -60.3% | +56.2% | -116.6% | -54.0% |
| 1Y | -81.4% | +72.2% | -153.6% | -77.4% |
| All | -81.4% | +72.8% | -154.2% | -77.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling