+405.2%
AGI vs SUI
+120.9%
+284.3%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -1.9% | -2.6% |
| 7D | 0.0% | -2.4% | +2.4% | +0.5% |
| 30D | -7.6% | +3.3% | -10.9% | -8.3% |
| 3M | -10.2% | +0.7% | -10.9% | -10.4% |
| 6M | -31.5% | -4.1% | -27.4% | -31.2% |
| YTD | -22.0% | -1.8% | -20.2% | -21.9% |
| 1Y | -7.9% | -4.1% | -3.8% | -7.4% |
| 3Y | +137.6% | +17.4% | +120.2% | +127.3% |
| 5Y | +256.7% | -27.0% | +283.7% | +263.3% |
| 10Y | +405.2% | +121.2% | +284.0% | +344.8% |
| All | +405.2% | +120.9% | +284.3% | +344.8% |
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