+12.7%
AFL vs SUI
-4.1%
+16.8%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.3% |
| 7D | +0.2% | -3.8% | +4.0% | +1.1% |
| 30D | +8.6% | +3.9% | +4.7% | +7.5% |
| 3M | +5.3% | +0.2% | +5.1% | +4.9% |
| 6M | +10.0% | -4.2% | +14.2% | +10.4% |
| YTD | +16.5% | -2.5% | +19.0% | +16.5% |
| 1Y | +12.7% | -4.0% | +16.7% | +13.0% |
| All | +12.7% | -4.1% | +16.8% | +13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling