+338.3%
SU vs AGI
+400.3%
-62.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.2% |
| 7D | +2.2% | -2.7% | +5.0% | +2.6% |
| 30D | +8.4% | +7.2% | +1.2% | +7.3% |
| 3M | +12.1% | +4.3% | +7.8% | +10.9% |
| 6M | +19.7% | -27.1% | +46.8% | +24.3% |
| YTD | +58.4% | -6.6% | +65.0% | +55.8% |
| 1Y | +67.2% | +9.5% | +57.7% | +58.1% |
| 3Y | +125.0% | +208.4% | -83.4% | +60.8% |
| All | +338.3% | +400.3% | -62.0% | +160.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling