+117.8%
SUI vs IAG
+365.5%
-247.7%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +7.2% | -8.7% | -1.9% |
| 7D | +6.2% | +21.4% | -15.2% | +4.9% |
| 30D | +8.6% | +4.0% | +4.5% | +8.1% |
| 3M | +1.0% | +17.0% | -16.0% | -0.3% |
| 6M | -2.6% | +1.4% | -4.0% | -3.2% |
| YTD | -0.1% | +13.8% | -13.9% | -2.3% |
| 1Y | +0.5% | +55.8% | -55.3% | -4.0% |
| 3Y | +15.3% | +647.4% | -632.2% | -4.3% |
| 5Y | -26.1% | +519.1% | -545.3% | -39.8% |
| All | +117.8% | +365.5% | -247.7% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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