+194.7%
ALLY vs SUI
+118.9%
+75.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.7% | -2.0% | -1.7% |
| 7D | -1.1% | +8.8% | -9.9% | -5.4% |
| 30D | +4.2% | +8.9% | -4.8% | -0.7% |
| 3M | -12.4% | +2.0% | -14.4% | -13.7% |
| 6M | -8.7% | -0.6% | -8.0% | -9.2% |
| YTD | -11.6% | +1.3% | -13.0% | -13.3% |
| 1Y | +0.2% | +1.3% | -1.1% | -1.7% |
| 3Y | +57.1% | +16.3% | +40.8% | +38.0% |
| 5Y | -6.8% | -25.1% | +18.2% | +3.8% |
| All | +194.7% | +118.9% | +75.8% | +186.4% |
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