-91.6%
AMIX vs SUI
-0.1%
-91.5%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.2% |
| 7D | -16.0% | +6.2% | -22.2% | -16.9% |
| 30D | -55.4% | +8.6% | -64.0% | -56.4% |
| 3M | -87.5% | +1.0% | -88.5% | -87.2% |
| 6M | -81.2% | -2.6% | -78.6% | -79.8% |
| YTD | -86.8% | -0.1% | -86.7% | -85.7% |
| 1Y | -91.6% | +0.5% | -92.1% | -90.5% |
| All | -91.6% | -0.1% | -91.5% | -90.5% |
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