+46.4%
AR vs SUI
+118.5%
-72.2%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -10.5% | +3.0% | -13.5% | -11.6% |
| 30D | +1.3% | +5.6% | -4.3% | -0.9% |
| 3M | +4.8% | +0.9% | +3.8% | +3.9% |
| 6M | +1.2% | -2.6% | +3.8% | +1.5% |
| YTD | +5.5% | -0.1% | +5.6% | +4.3% |
| 1Y | +8.1% | -1.4% | +9.5% | +7.3% |
| 3Y | +38.8% | +19.8% | +19.1% | +24.9% |
| 5Y | +78.8% | -25.8% | +104.6% | +91.3% |
| 10Y | +46.4% | +118.1% | -71.7% | +19.6% |
| All | +46.4% | +118.5% | -72.2% | +19.6% |
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