+2,184.4%
AMP vs SUI
+1,085.1%
+1,099.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | +0.2% | -2.8% | +3.1% | +2.1% |
| 30D | -0.1% | -1.2% | +1.1% | +0.5% |
| 3M | +23.6% | -1.7% | +25.3% | +24.3% |
| 6M | +20.4% | -10.5% | +30.8% | +28.0% |
| YTD | +15.4% | -1.8% | +17.3% | +15.3% |
| 1Y | +11.0% | -4.1% | +15.0% | +12.0% |
| 3Y | +70.5% | +11.3% | +59.2% | +48.6% |
| 5Y | +121.4% | -32.1% | +153.5% | +161.2% |
| 10Y | +575.6% | +110.4% | +465.1% | +241.5% |
| All | +2,184.4% | +1,085.1% | +1,099.3% | +142.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling