+27.0%
ALL vs SUI
-2.0%
+29.0%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.2% |
| 7D | 0.0% | -2.8% | +2.9% | +0.9% |
| 30D | -1.5% | -1.2% | -0.3% | -1.2% |
| 3M | +23.6% | -1.7% | +25.4% | +24.2% |
| 6M | +22.3% | -10.5% | +32.8% | +24.5% |
| YTD | +26.5% | -1.8% | +28.4% | +26.6% |
| 1Y | +27.0% | -4.1% | +31.1% | +27.7% |
| All | +27.0% | -2.0% | +29.0% | +27.7% |
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