+67.9%
AMP vs SUI
+12.1%
+55.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | +2.6% | -3.1% | +5.7% | +3.3% |
| 30D | +0.8% | -2.3% | +3.2% | +1.3% |
| 3M | +24.3% | -2.8% | +27.1% | +24.9% |
| 6M | +20.6% | -12.4% | +32.9% | +23.9% |
| YTD | +14.6% | -3.3% | +17.9% | +15.1% |
| 1Y | +14.5% | -5.8% | +20.4% | +15.6% |
| 3Y | +67.9% | +12.5% | +55.5% | +55.6% |
| All | +67.9% | +12.1% | +55.9% | +55.6% |
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 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