-12.3%
AMRZ vs SUI
+1.6%
-14.0%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +5.2% | 0.0% | +3.6% |
| 7D | +10.3% | +10.0% | +0.3% | +7.4% |
| 30D | +18.7% | +8.4% | +10.3% | +15.7% |
| 3M | -14.6% | +0.7% | -15.3% | -15.5% |
| 6M | -12.9% | -0.9% | -12.0% | -13.7% |
| YTD | -17.4% | +0.6% | -18.0% | -18.2% |
| 1Y | -12.3% | +0.8% | -13.1% | -12.7% |
| All | -12.3% | +1.6% | -14.0% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling