+45.0%
AA vs SUI
+117.1%
-72.2%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.9% | -3.5% | -4.0% |
| 7D | +1.2% | +3.4% | -2.2% | -0.3% |
| 30D | -5.0% | +4.6% | -9.6% | -7.3% |
| 3M | -22.2% | +1.6% | -23.8% | -23.2% |
| 6M | -36.3% | -3.5% | -32.9% | -36.0% |
| YTD | -24.2% | -1.0% | -23.2% | -25.2% |
| 1Y | +3.9% | -1.7% | +5.6% | +2.8% |
| 3Y | +67.6% | +18.4% | +49.2% | +49.2% |
| 5Y | -8.8% | -26.3% | +17.5% | -1.4% |
| 10Y | +45.0% | +123.3% | -78.4% | +50.0% |
| All | +45.0% | +117.1% | -72.2% | +50.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling