+26.2%
ALC vs SUI
+23.6%
+2.5%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.1% | -0.6% |
| 7D | -6.2% | -3.8% | -2.3% | -4.8% |
| 30D | +14.0% | +3.9% | +10.1% | +12.4% |
| 3M | -2.4% | +0.2% | -2.6% | -2.5% |
| 6M | +12.6% | -4.2% | +16.8% | +14.3% |
| YTD | -8.4% | -2.5% | -5.9% | -7.9% |
| 1Y | -9.1% | -4.0% | -5.1% | -8.1% |
| 3Y | -0.3% | +16.5% | -16.8% | -7.7% |
| 5Y | -9.9% | -27.2% | +17.3% | -2.1% |
| All | +26.2% | +23.6% | +2.5% | +20.4% |
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