+64.4%
AIG vs SUI
+104.7%
-40.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +1.0% |
| 7D | -1.4% | -4.3% | +2.8% | +0.3% |
| 30D | -3.3% | -2.1% | -1.2% | -2.6% |
| 3M | +2.2% | -6.1% | +8.3% | +4.6% |
| 6M | -2.1% | -12.8% | +10.6% | +3.2% |
| YTD | -11.2% | -4.6% | -6.6% | -9.9% |
| 1Y | -2.1% | -7.7% | +5.6% | +0.4% |
| 3Y | +34.4% | +10.9% | +23.4% | +24.0% |
| 5Y | +53.7% | -32.4% | +86.1% | +75.9% |
| 10Y | +64.4% | +105.7% | -41.3% | +55.5% |
| All | +64.4% | +104.7% | -40.3% | +55.5% |
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 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