+216.8%
ACWI vs SUI
+118.9%
+97.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.7% | -4.5% | -4.0% |
| 7D | -4.0% | +8.8% | -12.8% | -6.5% |
| 30D | -5.8% | +8.9% | -14.7% | -8.5% |
| 3M | -5.0% | +2.0% | -7.1% | -5.9% |
| 6M | +0.7% | -0.6% | +1.3% | +0.2% |
| YTD | +8.4% | +1.3% | +7.1% | +7.1% |
| 1Y | +10.1% | +1.3% | +8.8% | +8.7% |
| 3Y | +70.8% | +16.3% | +54.5% | +57.3% |
| 5Y | +55.4% | -25.1% | +80.4% | +65.2% |
| All | +216.8% | +118.9% | +97.9% | +158.4% |
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