+314.5%
A vs SUI
+122.7%
+191.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -0.9% |
| 7D | +1.4% | +3.4% | -2.0% | +0.1% |
| 30D | +4.3% | +4.6% | -0.3% | +2.2% |
| 3M | +19.8% | +1.6% | +18.2% | +18.5% |
| 6M | +54.4% | -3.5% | +57.8% | +55.3% |
| YTD | +31.7% | -1.0% | +32.7% | +30.8% |
| 1Y | +22.4% | -1.7% | +24.2% | +22.0% |
| 3Y | +67.7% | +18.4% | +49.3% | +52.8% |
| 5Y | +15.7% | -26.3% | +42.1% | +25.1% |
| All | +314.5% | +122.7% | +191.8% | +225.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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