+288.7%
AG vs SUI
+1,018.6%
-729.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.0% | -5.5% |
| 7D | +6.0% | +3.4% | +2.5% | +4.7% |
| 30D | -13.5% | +4.6% | -18.1% | -15.2% |
| 3M | -20.7% | +1.6% | -22.3% | -21.4% |
| 6M | -31.5% | -3.5% | -28.1% | -31.2% |
| YTD | -10.1% | -1.0% | -9.1% | -10.6% |
| 1Y | +26.0% | -1.7% | +27.7% | +25.7% |
| 3Y | +228.9% | +18.4% | +210.5% | +200.8% |
| 5Y | +8.7% | -26.3% | +35.0% | +17.6% |
| 10Y | +71.9% | +123.3% | -51.5% | +18.8% |
| All | +288.7% | +1,018.6% | -729.8% | +34.4% |
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