+63.4%
A vs SUI
+16.8%
+46.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.7% | -3.7% | -3.2% |
| 7D | -5.2% | +8.8% | -13.9% | -7.4% |
| 30D | +1.4% | +8.9% | -7.5% | -1.3% |
| 3M | +21.9% | +2.0% | +19.9% | +20.9% |
| 6M | +46.7% | -0.6% | +47.3% | +46.4% |
| YTD | +27.2% | +1.3% | +25.8% | +25.8% |
| 1Y | +17.9% | +1.3% | +16.7% | +16.7% |
| All | +63.4% | +16.8% | +46.5% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling