+118.1%
SU vs ACWI
+77.6%
+40.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.0% |
| 7D | -1.0% | +1.1% | -2.0% | -1.5% |
| 30D | +13.7% | -0.2% | +13.9% | +13.7% |
| 3M | +8.0% | +4.7% | +3.3% | +5.3% |
| 6M | +21.0% | +14.5% | +6.5% | +11.4% |
| YTD | +56.2% | +14.6% | +41.6% | +43.4% |
| 1Y | +72.2% | +21.4% | +50.8% | +51.1% |
| 3Y | +118.1% | +77.6% | +40.5% | +47.2% |
| All | +118.1% | +77.6% | +40.5% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling