+86.2%
SU vs AGI
-1.1%
+87.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +10.8% | -15.3% | -3.9% |
| 7D | -7.1% | -5.3% | -1.8% | -7.0% |
| 30D | +4.8% | -7.1% | +11.9% | +4.8% |
| 3M | +12.5% | +4.4% | +8.1% | +12.9% |
| 6M | +6.5% | -23.0% | +29.5% | +6.8% |
| YTD | +65.8% | -22.0% | +87.8% | +64.5% |
| 1Y | +86.2% | +0.3% | +85.9% | +77.0% |
| All | +86.2% | -1.1% | +87.3% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling