+226.7%
ACWI vs SUI
+110.1%
+116.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.5% | -2.8% | +3.3% | +1.4% |
| 30D | +0.9% | -1.2% | +2.0% | +1.2% |
| 3M | +2.4% | -1.7% | +4.1% | +2.6% |
| 6M | +12.4% | -10.5% | +22.8% | +15.9% |
| YTD | +15.2% | -1.8% | +17.0% | +15.1% |
| 1Y | +22.7% | -4.1% | +26.8% | +23.4% |
| 3Y | +75.8% | +11.3% | +64.5% | +64.5% |
| 5Y | +67.7% | -32.1% | +99.8% | +84.6% |
| All | +226.7% | +110.1% | +116.7% | +170.9% |
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