+229.4%
AG vs SUI
+15.1%
+214.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.2% |
| 7D | +6.3% | +6.2% | +0.1% | +4.5% |
| 30D | -8.9% | +8.6% | -17.5% | -11.5% |
| 3M | -12.2% | +1.0% | -13.2% | -12.7% |
| 6M | -28.3% | -2.6% | -25.7% | -28.2% |
| YTD | -8.8% | -0.1% | -8.7% | -9.3% |
| 1Y | +39.4% | +0.5% | +38.9% | +38.4% |
| 3Y | +229.4% | +15.3% | +214.2% | +178.3% |
| All | +229.4% | +15.1% | +214.3% | +178.3% |
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 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