+657.4%
AU vs SUI
+1,828.5%
-1,171.1%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.5% | +6.5% | +5.4% |
| 7D | +16.5% | +6.2% | +10.3% | +14.9% |
| 30D | +3.3% | +8.6% | -5.3% | +1.0% |
| 3M | +6.8% | +1.0% | +5.8% | +6.4% |
| 6M | -3.9% | -2.6% | -1.3% | -3.8% |
| YTD | +12.9% | -0.1% | +13.1% | +12.3% |
| 1Y | +43.5% | +0.5% | +43.0% | +42.5% |
| 3Y | +445.5% | +15.3% | +430.3% | +418.4% |
| 5Y | +469.0% | -26.1% | +495.1% | +494.3% |
| 10Y | +698.3% | +117.8% | +580.5% | +509.9% |
| All | +657.4% | +1,828.5% | -1,171.1% | +263.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling