-99.8%
AMIX vs SU
+124.3%
-224.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -2.3% |
| 7D | -13.7% | +3.6% | -17.3% | -11.9% |
| 30D | -62.1% | +7.9% | -69.9% | -60.2% |
| 3M | -46.2% | +3.5% | -49.7% | -44.7% |
| 6M | -46.4% | +19.0% | -65.4% | -46.4% |
| YTD | -60.3% | +55.0% | -115.2% | -61.8% |
| 1Y | -79.7% | +71.2% | -150.9% | -80.8% |
| All | -99.8% | +124.3% | -224.1% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling