-1.5%
AIG vs SUI
-7.5%
+6.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.8% |
| 7D | -1.4% | -4.3% | +2.8% | -0.3% |
| 30D | -3.3% | -2.1% | -1.2% | -2.9% |
| 3M | +2.2% | -6.1% | +8.3% | +3.6% |
| 6M | -2.1% | -12.8% | +10.6% | +0.2% |
| YTD | -11.2% | -4.6% | -6.6% | -9.4% |
| All | -1.5% | -7.5% | +6.0% | +0.3% |
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