+235.9%
SU vs ACGL
+329.5%
-93.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -4.3% | -1.4% | -2.9% | -3.7% |
| 30D | -6.2% | +12.4% | -18.5% | -11.3% |
| 3M | +9.7% | +11.1% | -1.4% | +4.1% |
| 6M | +7.3% | +16.3% | -9.0% | -0.9% |
| YTD | +58.7% | +13.8% | +44.9% | +46.8% |
| 1Y | +59.7% | +20.4% | +39.3% | +43.6% |
| 3Y | +129.2% | +33.6% | +95.7% | +88.4% |
| 5Y | +223.7% | +176.8% | +46.8% | +67.1% |
| 10Y | +235.9% | +324.6% | -88.7% | +54.1% |
| All | +235.9% | +329.5% | -93.5% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 10y: compounded portfolio wealth divided by compounded ACGL 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…
10y analysis · Full analysis span regression · 6 months rolling