+216.7%
ACWI vs SUI
+115.7%
+101.0%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.4% | +0.4% |
| 7D | -2.4% | +6.2% | -8.6% | -4.2% |
| 30D | -5.2% | +8.6% | -13.8% | -7.8% |
| 3M | -4.8% | +1.0% | -5.8% | -5.4% |
| 6M | -1.3% | -2.6% | +1.3% | -1.2% |
| YTD | +8.4% | -0.1% | +8.5% | +7.5% |
| 1Y | +11.0% | +0.5% | +10.6% | +9.8% |
| 3Y | +70.6% | +15.3% | +55.3% | +57.5% |
| 5Y | +55.3% | -26.1% | +81.5% | +65.9% |
| All | +216.7% | +115.7% | +101.0% | +159.5% |
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