+3.9%
SUI vs ABCL
-81.8%
+85.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.4% | +10.1% | +1.2% |
| 7D | +8.8% | -14.9% | +23.7% | +9.6% |
| 30D | +8.9% | -15.4% | +24.3% | +9.7% |
| 3M | +2.0% | +88.0% | -86.0% | -2.8% |
| 6M | -0.6% | +138.8% | -139.5% | -7.6% |
| YTD | +1.3% | +225.4% | -224.1% | -8.3% |
| 1Y | +1.3% | +137.3% | -136.1% | -6.6% |
| 3Y | +16.3% | +136.8% | -120.5% | +3.8% |
| 5Y | -25.1% | -26.2% | +1.2% | -30.8% |
| All | +3.9% | -81.8% | +85.7% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL 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 ABCL 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