+16.6%
AGG vs SUI
+120.9%
-104.2%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | -0.6% | -2.4% | +1.9% | -0.4% |
| 30D | +1.2% | +3.3% | -2.1% | +1.0% |
| 3M | -0.8% | +0.7% | -1.5% | -0.9% |
| 6M | -1.4% | -4.1% | +2.7% | -1.3% |
| YTD | -1.1% | -1.8% | +0.7% | -1.1% |
| 1Y | -1.0% | -4.1% | +3.0% | -0.9% |
| 3Y | +14.1% | +17.4% | -3.3% | +12.7% |
| 5Y | -1.3% | -27.0% | +25.7% | -1.0% |
| 10Y | +16.6% | +121.2% | -104.5% | +10.1% |
| All | +16.6% | +120.9% | -104.2% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling