+17.0%
SUI vs IAG
+573.1%
-556.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | +8.8% | +4.5% | +4.2% | +8.5% |
| 30D | +8.9% | -5.7% | +14.6% | +9.1% |
| 3M | +2.0% | +10.1% | -8.1% | +1.3% |
| 6M | -0.6% | +7.3% | -7.9% | -1.5% |
| YTD | +1.3% | +6.1% | -4.8% | -0.2% |
| 1Y | +1.3% | +46.8% | -45.5% | -2.9% |
| All | +17.0% | +573.1% | -556.1% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling