+205.1%
AEP vs SUI
+120.9%
+84.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | +0.7% | -2.4% | +3.2% | +1.7% |
| 30D | +4.8% | +3.3% | +1.5% | +3.2% |
| 3M | +5.4% | +0.7% | +4.7% | +4.7% |
| 6M | +0.4% | -4.1% | +4.5% | +1.6% |
| YTD | +15.5% | -1.8% | +17.3% | +15.5% |
| 1Y | +8.5% | -4.1% | +12.6% | +9.5% |
| 3Y | +84.6% | +17.4% | +67.2% | +68.0% |
| 5Y | +86.9% | -27.0% | +113.9% | +104.0% |
| 10Y | +205.1% | +121.2% | +84.0% | +96.3% |
| All | +205.1% | +120.9% | +84.3% | +96.3% |
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