-91.6%
AMIX vs SUI
+1.6%
-93.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.2% | -8.2% | -3.7% |
| 7D | -25.1% | +10.0% | -35.2% | -26.5% |
| 30D | -54.5% | +8.4% | -62.9% | -55.4% |
| 3M | -91.7% | +0.7% | -92.4% | -91.5% |
| 6M | -79.4% | -0.9% | -78.5% | -78.0% |
| YTD | -86.1% | +0.6% | -86.7% | -84.9% |
| 1Y | -91.6% | +0.8% | -92.3% | -90.6% |
| All | -91.6% | +1.6% | -93.2% | -90.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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