-99.9%
AMIX vs SU
+132.9%
-232.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.6% |
| 7D | -9.9% | +1.7% | -11.6% | -8.8% |
| 30D | -52.8% | -7.9% | -44.9% | -54.4% |
| 3M | -80.0% | +7.5% | -87.6% | -78.9% |
| 6M | -80.2% | +7.2% | -87.4% | -79.1% |
| YTD | -88.1% | +60.9% | -149.1% | -88.2% |
| 1Y | -91.1% | +63.6% | -154.7% | -91.2% |
| All | -99.9% | +132.9% | -232.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling