-63.1%
AAL vs SUI
+110.1%
-173.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.4% |
| 7D | -3.7% | -2.8% | -0.9% | -2.6% |
| 30D | -20.8% | -1.2% | -19.6% | -20.4% |
| 3M | -1.3% | -1.7% | +0.5% | -0.9% |
| 6M | +5.4% | -10.5% | +15.8% | +10.0% |
| YTD | -14.4% | -1.8% | -12.5% | -14.1% |
| 1Y | +2.1% | -4.1% | +6.2% | +3.2% |
| 3Y | -10.6% | +11.3% | -21.8% | -16.8% |
| 5Y | -32.2% | -32.1% | -0.1% | -23.1% |
| All | -63.1% | +110.1% | -173.2% | -69.1% |
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