-48.7%
AIG vs SUI
+4,072.7%
-4,121.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +6.4% |
| 7D | +2.2% | +3.4% | -1.2% | +0.1% |
| 30D | +6.9% | +4.6% | +2.2% | +3.8% |
| 3M | +6.8% | +1.6% | +5.2% | +5.3% |
| 6M | +9.2% | -3.5% | +12.7% | +10.7% |
| YTD | -1.9% | -1.0% | -0.9% | -2.5% |
| 1Y | +9.7% | -1.7% | +11.4% | +9.3% |
| 3Y | +37.9% | +18.4% | +19.5% | +17.9% |
| 5Y | +56.8% | -26.3% | +83.2% | +71.7% |
| 10Y | +67.6% | +123.3% | -55.7% | -14.9% |
| All | -48.7% | +4,072.7% | -4,121.4% | -93.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling