+118.1%
SU vs AMC
-67.8%
+185.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +0.8% |
| 7D | -1.0% | -0.8% | -0.2% | -1.0% |
| 30D | +13.7% | -1.2% | +14.8% | +13.7% |
| 3M | +8.0% | +42.2% | -34.2% | +8.4% |
| 6M | +21.0% | +118.8% | -97.8% | +21.7% |
| YTD | +56.2% | +64.1% | -7.9% | +57.2% |
| 1Y | +72.2% | -9.5% | +81.7% | +73.6% |
| 3Y | +118.1% | -64.3% | +182.4% | +120.9% |
| All | +118.1% | -67.8% | +185.9% | +120.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling