+717.6%
AU vs SUI
+104.7%
+612.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +2.0% | +1.0% |
| 7D | +0.6% | -4.3% | +4.9% | +1.6% |
| 30D | +12.3% | -2.1% | +14.4% | +12.8% |
| 3M | +29.4% | -6.1% | +35.5% | +30.9% |
| 6M | +3.2% | -12.8% | +16.0% | +6.2% |
| YTD | +31.8% | -4.6% | +36.4% | +32.7% |
| 1Y | +83.4% | -7.7% | +91.1% | +85.9% |
| 3Y | +623.1% | +10.9% | +612.2% | +596.3% |
| 5Y | +700.5% | -32.4% | +732.9% | +727.0% |
| 10Y | +717.6% | +105.7% | +611.9% | +505.9% |
| All | +717.6% | +104.7% | +612.8% | +505.9% |
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