+445.6%
AG vs SUI
+1,009.2%
-563.5%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.8% |
| 7D | +1.0% | -2.8% | +3.8% | +2.1% |
| 30D | +19.2% | -1.2% | +20.4% | +19.7% |
| 3M | +6.2% | -1.7% | +7.9% | +6.3% |
| 6M | -26.7% | -10.5% | -16.2% | -24.0% |
| YTD | +26.1% | -1.8% | +28.0% | +26.3% |
| 1Y | +131.7% | -4.1% | +135.7% | +133.6% |
| 3Y | +255.3% | +11.3% | +244.1% | +232.8% |
| 5Y | +61.9% | -32.1% | +94.0% | +80.9% |
| 10Y | +72.0% | +110.4% | -38.4% | +22.0% |
| All | +445.6% | +1,009.2% | -563.5% | +89.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling