-99.8%
AMIX vs SUI
+7.7%
-107.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | -13.7% | -2.8% | -10.9% | -12.6% |
| 30D | -62.1% | -1.2% | -60.9% | -61.7% |
| 3M | -46.2% | -1.7% | -44.4% | -45.0% |
| 6M | -46.4% | -10.5% | -36.0% | -43.2% |
| YTD | -60.3% | -1.8% | -58.4% | -59.4% |
| 1Y | -79.7% | -4.1% | -75.6% | -79.1% |
| All | -99.8% | +7.7% | -107.5% | -99.8% |
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