+0.3%
AGI vs SUI
+1.6%
-1.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.8% | +5.2% | +5.6% | +9.6% |
| 7D | -5.3% | +10.0% | -15.3% | -6.7% |
| 30D | -7.1% | +8.4% | -15.6% | -8.9% |
| 3M | +4.4% | +0.7% | +3.8% | +3.9% |
| 6M | -23.0% | -0.9% | -22.1% | -23.4% |
| YTD | -22.0% | +0.6% | -22.6% | -21.3% |
| 1Y | +0.3% | +0.8% | -0.5% | +1.5% |
| All | +0.3% | +1.6% | -1.4% | +1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling