+122.7%
CRBG vs SUI
+9.4%
+113.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +0.6% | -4.2% | +4.7% | +1.8% |
| 30D | +2.6% | -3.3% | +5.9% | +3.6% |
| 3M | +24.0% | -8.2% | +32.2% | +26.9% |
| 6M | +50.5% | -14.5% | +65.0% | +57.4% |
| YTD | +17.1% | -5.9% | +23.1% | +18.8% |
| 1Y | +5.9% | -9.7% | +15.6% | +8.7% |
| 3Y | +122.7% | +7.7% | +115.0% | +114.3% |
| All | +122.7% | +9.4% | +113.3% | +114.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling