+750.5%
AU vs SUI
+1,716.8%
-966.3%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -4.3% | -4.2% | -0.1% | -3.2% |
| 30D | +7.3% | -3.3% | +10.6% | +8.2% |
| 3M | +26.3% | -8.2% | +34.5% | +28.8% |
| 6M | +1.8% | -14.5% | +16.2% | +5.6% |
| YTD | +26.8% | -5.9% | +32.7% | +28.2% |
| 1Y | +66.7% | -9.7% | +76.4% | +70.2% |
| 3Y | +579.1% | +7.7% | +571.4% | +556.9% |
| 5Y | +689.3% | -31.9% | +721.2% | +742.1% |
| 10Y | +686.6% | +102.9% | +583.7% | +513.0% |
| All | +750.5% | +1,716.8% | -966.3% | +314.6% |
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 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