+336.8%
AFL vs SUI
+118.5%
+218.3%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.5% | -0.3% | -1.2% |
| 7D | +0.1% | +6.2% | -6.1% | -2.2% |
| 30D | +10.0% | +8.6% | +1.5% | +6.4% |
| 3M | -1.6% | +1.0% | -2.6% | -2.2% |
| 6M | +10.5% | -2.6% | +13.1% | +11.1% |
| YTD | +14.3% | -0.1% | +14.4% | +13.4% |
| 1Y | +11.4% | +0.5% | +10.9% | +10.3% |
| 3Y | +62.4% | +15.3% | +47.2% | +48.5% |
| 5Y | +144.8% | -26.1% | +170.9% | +167.6% |
| All | +336.8% | +118.5% | +218.3% | +264.6% |
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