+22.4%
A vs SUI
-2.0%
+24.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | +1.4% | +3.4% | -2.0% | +1.1% |
| 30D | +4.3% | +4.6% | -0.3% | +3.7% |
| 3M | +19.8% | +1.6% | +18.2% | +19.5% |
| 6M | +54.4% | -3.5% | +57.8% | +55.6% |
| YTD | +31.7% | -1.0% | +32.7% | +30.8% |
| 1Y | +22.4% | -1.7% | +24.2% | +23.0% |
| All | +22.4% | -2.0% | +24.4% | +23.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling