-31.2%
SUI vs IAG
+764.1%
-795.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.2% | +1.9% | -0.2% |
| 7D | -2.8% | -0.5% | -2.3% | -2.8% |
| 30D | -1.2% | +28.9% | -30.1% | -3.3% |
| 3M | -1.7% | +19.1% | -20.9% | -3.5% |
| 6M | -10.5% | -10.3% | -0.2% | -10.2% |
| YTD | -1.8% | +24.2% | -26.0% | -5.0% |
| 1Y | -4.1% | +116.5% | -120.6% | -12.6% |
| 3Y | +11.3% | +742.8% | -731.5% | -15.9% |
| All | -31.2% | +764.1% | -795.3% | -50.0% |
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