-99.9%
AMIX vs SU
+129.0%
-228.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.2% |
| 7D | -16.0% | -13.4% | -2.6% | -22.1% |
| 30D | -55.4% | +0.9% | -56.3% | -54.9% |
| 3M | -87.5% | +12.8% | -100.3% | -86.5% |
| 6M | -81.2% | +8.3% | -89.5% | -80.4% |
| YTD | -86.8% | +58.2% | -145.0% | -87.1% |
| 1Y | -91.6% | +67.1% | -158.7% | -91.8% |
| All | -99.9% | +129.0% | -228.9% | -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