+72.0%
SU vs ACGL
+5.7%
+66.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.2% | +1.7% |
| 7D | +1.6% | -2.1% | +3.7% | +1.3% |
| 30D | +10.7% | -2.2% | +12.9% | +10.5% |
| 3M | +13.5% | +6.3% | +7.2% | +14.8% |
| 6M | +21.8% | +0.5% | +21.3% | +22.7% |
| YTD | +58.8% | +0.2% | +58.6% | +59.7% |
| 1Y | +72.0% | +7.3% | +64.8% | +72.3% |
| All | +72.0% | +5.7% | +66.3% | +72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling