+115.6%
CRBG vs SUI
-12.1%
+127.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.6% |
| 7D | +0.6% | -4.2% | +4.7% | +2.0% |
| 30D | +2.6% | -3.3% | +5.9% | +3.7% |
| 3M | +24.0% | -8.2% | +32.2% | +27.3% |
| 6M | +50.5% | -14.5% | +65.0% | +58.3% |
| YTD | +17.1% | -5.9% | +23.1% | +19.0% |
| 1Y | +5.9% | -9.7% | +15.6% | +9.1% |
| 3Y | +122.7% | +7.7% | +115.0% | +111.0% |
| All | +115.6% | -12.1% | +127.7% | +126.0% |
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