+451.0%
AMP vs SUI
+123.0%
+328.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.7% |
| 7D | +3.9% | -1.5% | +5.4% | +4.7% |
| 30D | +5.1% | +3.7% | +1.4% | +3.1% |
| 3M | -8.7% | -0.4% | -8.3% | -8.8% |
| 6M | +11.4% | -2.8% | +14.2% | +12.2% |
| YTD | +7.3% | -1.6% | +8.9% | +7.0% |
| 1Y | +14.6% | -2.1% | +16.6% | +14.4% |
| 3Y | +61.2% | +18.5% | +42.8% | +39.5% |
| 5Y | +81.0% | -26.5% | +107.6% | +103.2% |
| All | +451.0% | +123.0% | +328.1% | +370.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling