+274.0%
ACGL vs SUI
+110.1%
+163.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -0.7% | -2.8% | +2.1% | +0.4% |
| 30D | -1.0% | -1.2% | +0.2% | -0.6% |
| 3M | +11.0% | -1.7% | +12.8% | +11.8% |
| 6M | -0.3% | -10.5% | +10.1% | +4.2% |
| YTD | +2.3% | -1.8% | +4.1% | +2.6% |
| 1Y | +6.4% | -4.1% | +10.5% | +7.6% |
| 3Y | +34.0% | +11.3% | +22.7% | +23.0% |
| 5Y | +161.6% | -32.1% | +193.7% | +203.5% |
| All | +274.0% | +110.1% | +163.9% | +185.3% |
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