+125.4%
SU vs ACI
-45.8%
+171.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | -0.1% |
| 7D | +1.7% | -7.1% | +8.7% | +2.0% |
| 30D | +9.6% | -4.5% | +14.1% | +9.8% |
| 3M | +11.7% | -22.3% | +34.0% | +13.3% |
| 6M | +21.9% | -28.4% | +50.3% | +24.5% |
| YTD | +58.6% | -29.5% | +88.2% | +62.0% |
| 1Y | +66.5% | -34.2% | +100.8% | +71.6% |
| All | +125.4% | -45.8% | +171.1% | +146.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling