+298.0%
AFL vs SUI
+104.3%
+193.7%
-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 | -0.7% | -3.1% | +2.4% | +0.5% |
| 30D | -7.1% | -2.3% | -4.8% | -6.4% |
| 3M | +0.4% | -2.8% | +3.3% | +1.4% |
| 6M | +4.5% | -12.4% | +16.9% | +9.6% |
| YTD | +6.1% | -3.3% | +9.4% | +6.8% |
| 1Y | +10.6% | -5.8% | +16.4% | +12.3% |
| 3Y | +64.0% | +12.5% | +51.5% | +51.4% |
| 5Y | +133.7% | -32.9% | +166.6% | +166.7% |
| 10Y | +298.0% | +104.4% | +193.6% | +237.2% |
| All | +298.0% | +104.3% | +193.7% | +237.2% |
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