+473.5%
AMP vs SUI
+117.1%
+356.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.8% |
| 7D | +3.3% | +3.4% | -0.1% | +1.6% |
| 30D | +4.2% | +4.6% | -0.4% | +1.8% |
| 3M | -6.4% | +1.6% | -8.0% | -7.4% |
| 6M | +12.4% | -3.5% | +15.9% | +13.6% |
| YTD | +7.4% | -1.0% | +8.4% | +6.8% |
| 1Y | +14.7% | -1.7% | +16.4% | +14.3% |
| 3Y | +60.8% | +18.4% | +42.4% | +39.3% |
| 5Y | +83.4% | -26.3% | +109.8% | +105.7% |
| 10Y | +473.5% | +123.3% | +350.2% | +388.2% |
| All | +473.5% | +117.1% | +356.4% | +388.2% |
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