+4,829.7%
ACGL vs SUI
+2,890.6%
+1,939.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.2% | -2.5% | +1.0% |
| 7D | +8.0% | +10.0% | -2.1% | +4.7% |
| 30D | +17.3% | +8.4% | +8.9% | +14.2% |
| 3M | +11.2% | +0.7% | +10.6% | +10.8% |
| 6M | +18.2% | -0.9% | +19.1% | +18.3% |
| YTD | +15.4% | +0.6% | +14.7% | +14.7% |
| 1Y | +26.5% | +0.8% | +25.8% | +25.7% |
| 3Y | +36.1% | +15.5% | +20.6% | +26.8% |
| 5Y | +175.9% | -25.9% | +201.8% | +192.1% |
| 10Y | +352.4% | +119.5% | +232.9% | +241.8% |
| All | +4,829.7% | +2,890.6% | +1,939.0% | +1,727.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling