+209.3%
AG vs SUI
+17.1%
+192.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.5% | -5.1% |
| 7D | -6.0% | -3.8% | -2.2% | -4.9% |
| 30D | -14.3% | +3.9% | -18.3% | -15.6% |
| 3M | -26.9% | +0.2% | -27.1% | -27.1% |
| 6M | -42.1% | -4.2% | -37.9% | -41.7% |
| YTD | -15.9% | -2.5% | -13.3% | -15.7% |
| 1Y | +11.5% | -4.0% | +15.5% | +12.4% |
| All | +209.3% | +17.1% | +192.3% | +135.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling