+686.3%
AU vs SUI
-32.1%
+718.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.7% |
| 7D | -0.3% | -3.1% | +2.8% | +0.7% |
| 30D | +12.8% | -2.3% | +15.1% | +13.5% |
| 3M | +28.5% | -2.8% | +31.3% | +29.1% |
| 6M | +4.8% | -12.4% | +17.2% | +8.8% |
| YTD | +31.0% | -3.3% | +34.3% | +31.6% |
| 1Y | +81.4% | -5.8% | +87.2% | +83.6% |
| 3Y | +618.4% | +12.5% | +605.9% | +571.7% |
| 5Y | +686.3% | -32.9% | +719.2% | +664.8% |
| All | +686.3% | -32.1% | +718.4% | +664.8% |
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