+576.5%
AMP vs SUI
+104.7%
+471.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.2% |
| 7D | 0.0% | -4.3% | +4.3% | +2.1% |
| 30D | -1.0% | -2.1% | +1.1% | -0.1% |
| 3M | +23.2% | -6.1% | +29.3% | +26.6% |
| 6M | +20.4% | -12.8% | +33.2% | +27.8% |
| YTD | +13.6% | -4.6% | +18.3% | +15.2% |
| 1Y | +13.4% | -7.7% | +21.0% | +16.5% |
| 3Y | +66.5% | +10.9% | +55.5% | +49.8% |
| 5Y | +120.2% | -32.4% | +152.6% | +157.8% |
| 10Y | +576.5% | +105.7% | +470.8% | +574.6% |
| All | +576.5% | +104.7% | +471.7% | +574.6% |
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