+210.8%
SU vs ACWI
+58.8%
+152.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -3.6% |
| 7D | -10.6% | +0.3% | -10.9% | -10.9% |
| 30D | -6.6% | -2.8% | -3.8% | -5.0% |
| 3M | +12.9% | -3.2% | +16.1% | +15.0% |
| 6M | +6.7% | +1.3% | +5.5% | +4.7% |
| YTD | +55.2% | +11.2% | +44.0% | +40.4% |
| 1Y | +61.5% | +13.8% | +47.8% | +43.2% |
| 3Y | +128.7% | +76.2% | +52.5% | +36.8% |
| 5Y | +210.8% | +59.5% | +151.4% | +105.8% |
| All | +210.8% | +58.8% | +152.0% | +105.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling