+211.6%
SU vs AMC
-97.5%
+309.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.2% | +3.0% | +1.8% |
| 7D | -4.3% | -2.8% | -1.4% | -4.2% |
| 30D | -6.2% | +14.0% | -20.2% | -6.7% |
| 3M | +9.7% | +42.5% | -32.8% | +8.2% |
| 6M | +7.3% | +142.6% | -135.3% | +3.1% |
| YTD | +58.7% | +119.2% | -60.5% | +52.5% |
| 1Y | +59.7% | +40.7% | +19.0% | +55.8% |
| 3Y | +129.2% | -57.3% | +186.5% | +128.0% |
| 5Y | +223.7% | -99.1% | +322.8% | +254.3% |
| 10Y | +235.9% | -98.7% | +334.6% | +210.4% |
| All | +211.6% | -97.5% | +309.1% | +139.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling