+33.7%
AIG vs SUI
+12.1%
+21.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.7% |
| 7D | -1.6% | -3.1% | +1.5% | -0.9% |
| 30D | -5.2% | -2.3% | -2.9% | -4.7% |
| 3M | +1.5% | -2.8% | +4.3% | +2.0% |
| 6M | -3.9% | -12.4% | +8.4% | -1.3% |
| YTD | -11.6% | -3.3% | -8.3% | -11.0% |
| 1Y | -2.9% | -5.8% | +2.9% | -1.9% |
| 3Y | +33.7% | +12.5% | +21.3% | +31.0% |
| All | +33.7% | +12.1% | +21.7% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling