+374.8%
ALL vs SUI
+115.7%
+259.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -3.9% |
| 7D | -1.9% | +6.2% | -8.2% | -4.1% |
| 30D | +13.8% | +8.6% | +5.2% | +10.4% |
| 3M | -7.0% | +1.0% | -8.0% | -7.5% |
| 6M | +18.0% | -2.6% | +20.6% | +18.9% |
| YTD | +24.2% | -0.1% | +24.3% | +23.6% |
| 1Y | +31.2% | +0.5% | +30.7% | +30.3% |
| 3Y | +107.5% | +15.3% | +92.3% | +92.9% |
| 5Y | +144.8% | -26.1% | +170.9% | +165.0% |
| All | +374.8% | +115.7% | +259.0% | +315.2% |
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