+265.2%
SU vs AGI
+392.3%
-127.2%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +2.2% | -2.7% | +5.0% | +2.4% |
| 30D | +8.4% | +7.2% | +1.2% | +7.7% |
| 3M | +12.1% | +4.3% | +7.8% | +11.3% |
| 6M | +19.7% | -27.1% | +46.8% | +22.1% |
| YTD | +58.4% | -6.6% | +65.0% | +57.3% |
| 1Y | +67.2% | +9.5% | +57.7% | +63.0% |
| 3Y | +125.0% | +208.4% | -83.4% | +96.7% |
| 5Y | +355.1% | +401.6% | -46.6% | +279.3% |
| All | +265.2% | +392.3% | -127.2% | +212.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling