+133.7%
AS vs SUI
+10.4%
+123.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | +7.1% | +8.8% | -1.7% | +5.1% |
| 30D | +12.8% | +8.9% | +3.9% | +10.7% |
| 3M | -14.7% | +2.0% | -16.8% | -15.3% |
| 6M | -9.9% | -0.6% | -9.3% | -10.2% |
| YTD | -16.1% | +1.3% | -17.5% | -16.7% |
| 1Y | +0.2% | +1.3% | -1.1% | -0.5% |
| All | +133.7% | +10.4% | +123.3% | +123.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling