+338.3%
SU vs AMCR
-12.3%
+350.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.4% | +0.1% |
| 7D | +2.2% | -6.3% | +8.5% | +3.4% |
| 30D | +8.4% | -7.8% | +16.2% | +10.0% |
| 3M | +12.1% | +7.5% | +4.6% | +9.6% |
| 6M | +19.7% | +2.7% | +17.0% | +17.9% |
| YTD | +58.4% | +6.0% | +52.4% | +53.2% |
| 1Y | +67.2% | +7.8% | +59.4% | +60.4% |
| 3Y | +125.0% | +5.8% | +119.2% | +111.6% |
| All | +338.3% | -12.3% | +350.6% | +364.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 5y: compounded portfolio wealth divided by compounded AMCR 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…
5y analysis · Full analysis span regression · 6 months rolling