+19.2%
SUI vs ABCL
+210.0%
-190.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +3.4% | +2.3% | +1.1% | +3.3% |
| 30D | +4.6% | -0.7% | +5.3% | +4.4% |
| 3M | +1.6% | +33.4% | -31.8% | -0.3% |
| 6M | -3.5% | +137.8% | -141.2% | -9.2% |
| YTD | -1.0% | +264.3% | -265.3% | -10.1% |
| 1Y | -1.7% | +209.2% | -210.9% | -9.9% |
| All | +19.2% | +210.0% | -190.7% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling