+649.4%
AU vs SUI
+1,796.1%
-1,146.7%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.8% |
| 7D | +4.7% | -2.4% | +7.1% | +5.3% |
| 30D | -1.5% | +3.3% | -4.9% | -2.5% |
| 3M | -5.0% | +0.7% | -5.7% | -5.3% |
| 6M | -13.5% | -4.1% | -9.4% | -13.0% |
| YTD | +11.7% | -1.8% | +13.5% | +11.6% |
| 1Y | +21.3% | -4.1% | +25.4% | +21.9% |
| 3Y | +545.0% | +17.4% | +527.6% | +509.9% |
| 5Y | +412.0% | -27.0% | +439.0% | +436.4% |
| 10Y | +899.1% | +121.2% | +777.9% | +660.0% |
| All | +649.4% | +1,796.1% | -1,146.7% | +260.8% |
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 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