+2.4%
SUI vs ABCL
-80.5%
+83.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +6.7% | -8.2% | -1.8% |
| 7D | +6.2% | -3.2% | +9.4% | +6.3% |
| 30D | +8.6% | -7.4% | +16.0% | +8.7% |
| 3M | +1.0% | +81.9% | -80.9% | -3.5% |
| 6M | -2.6% | +135.7% | -138.3% | -9.3% |
| YTD | -0.1% | +247.4% | -247.5% | -10.0% |
| 1Y | +0.5% | +162.3% | -161.8% | -7.9% |
| 3Y | +15.3% | +165.5% | -150.2% | +2.2% |
| 5Y | -26.1% | -21.3% | -4.9% | -32.1% |
| All | +2.4% | -80.5% | +83.0% | -4.6% |
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