-27.2%
SUI vs IAG
+427.4%
-454.6%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | -0.3% |
| 7D | -3.8% | -2.1% | -1.8% | -3.7% |
| 30D | +3.9% | -6.2% | +10.1% | +4.2% |
| 3M | +0.2% | -5.1% | +5.4% | +0.3% |
| 6M | -4.2% | -10.0% | +5.8% | -4.0% |
| YTD | -2.5% | +3.9% | -6.5% | -4.6% |
| 1Y | -4.0% | +18.9% | -22.9% | -7.5% |
| 3Y | +16.5% | +651.8% | -635.2% | -12.2% |
| 5Y | -27.2% | +416.3% | -443.5% | -45.3% |
| All | -27.2% | +427.4% | -454.6% | -45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling