+235.9%
SU vs ACWI
+227.3%
+8.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +0.6% |
| 7D | -4.3% | -0.7% | -3.6% | -3.7% |
| 30D | -6.2% | -2.0% | -4.2% | -4.6% |
| 3M | +9.7% | -2.2% | +11.8% | +11.4% |
| 6M | +7.3% | +1.9% | +5.4% | +3.5% |
| YTD | +58.7% | +12.0% | +46.7% | +36.2% |
| 1Y | +59.7% | +12.5% | +47.2% | +36.1% |
| 3Y | +129.2% | +75.4% | +53.8% | +14.7% |
| 5Y | +223.7% | +61.5% | +162.2% | +77.6% |
| 10Y | +235.9% | +227.1% | +8.8% | -19.6% |
| All | +235.9% | +227.3% | +8.6% | -19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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