-99.9%
AMIX vs SUI
+11.2%
-111.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.8% |
| 7D | -25.5% | +8.8% | -34.3% | -27.8% |
| 30D | -56.2% | +8.9% | -65.1% | -57.8% |
| 3M | -87.4% | +2.0% | -89.5% | -87.5% |
| 6M | -80.9% | -0.6% | -80.3% | -80.6% |
| YTD | -86.8% | +1.3% | -88.2% | -86.7% |
| 1Y | -91.3% | +1.3% | -92.6% | -91.3% |
| All | -99.9% | +11.2% | -111.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling