+264.7%
SU vs ACWI
+226.5%
+38.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.3% |
| 7D | +1.6% | 0.0% | +1.6% | +1.5% |
| 30D | +10.7% | -0.6% | +11.3% | +11.3% |
| 3M | +13.5% | +4.3% | +9.2% | +7.7% |
| 6M | +21.8% | +12.7% | +9.1% | +4.9% |
| YTD | +58.8% | +13.9% | +44.9% | +34.8% |
| 1Y | +72.0% | +20.5% | +51.5% | +36.5% |
| 3Y | +121.7% | +76.5% | +45.2% | +10.9% |
| 5Y | +350.4% | +67.5% | +282.9% | +138.6% |
| 10Y | +264.7% | +231.8% | +32.8% | -12.5% |
| All | +264.7% | +226.5% | +38.2% | -12.5% |
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