+434.1%
SU vs ACI
+21.2%
+412.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.4% | -0.4% |
| 7D | +2.2% | -3.7% | +6.0% | +2.5% |
| 30D | +8.4% | +0.6% | +7.9% | +8.3% |
| 3M | +12.1% | -20.3% | +32.4% | +13.9% |
| 6M | +19.7% | -24.7% | +44.3% | +22.2% |
| YTD | +58.4% | -27.2% | +85.6% | +62.2% |
| 1Y | +67.2% | -32.7% | +100.0% | +72.4% |
| 3Y | +125.0% | -43.9% | +168.9% | +135.9% |
| 5Y | +355.1% | -38.9% | +393.9% | +367.7% |
| All | +434.1% | +21.2% | +412.9% | +464.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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