+63.6%
SU vs AMC
+33.2%
+30.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.7% | +3.6% | +0.8% |
| 7D | +1.7% | +3.5% | -1.8% | +1.9% |
| 30D | -7.9% | +12.5% | -20.3% | -7.1% |
| 3M | +7.5% | +23.6% | -16.0% | +9.3% |
| 6M | +7.2% | +144.4% | -137.1% | +15.4% |
| YTD | +60.9% | +108.3% | -47.4% | +71.8% |
| 1Y | +63.6% | +38.9% | +24.8% | +77.2% |
| All | +63.6% | +33.2% | +30.5% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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