+44.6%
AU vs SUI
+1.6%
+43.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +5.2% | +2.8% | +7.2% |
| 7D | +0.8% | +10.0% | -9.3% | -0.2% |
| 30D | -7.0% | +8.4% | -15.4% | -8.2% |
| 3M | +8.5% | +0.7% | +7.9% | +8.2% |
| 6M | -1.3% | -0.9% | -0.3% | -2.1% |
| YTD | +6.8% | +0.6% | +6.1% | +5.9% |
| 1Y | +44.6% | +0.8% | +43.8% | +44.4% |
| All | +44.6% | +1.6% | +43.0% | +44.4% |
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 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