+55.5%
AR vs SUI
+120.9%
-65.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.4% | +1.8% |
| 7D | +2.1% | -2.4% | +4.5% | +2.9% |
| 30D | +4.5% | +3.3% | +1.2% | +2.9% |
| 3M | +1.0% | +0.7% | +0.3% | +0.3% |
| 6M | +4.4% | -4.1% | +8.6% | +5.3% |
| YTD | +10.9% | -1.8% | +12.7% | +10.2% |
| 1Y | +8.6% | -4.1% | +12.6% | +8.8% |
| 3Y | +48.5% | +17.4% | +31.1% | +34.5% |
| 5Y | +95.7% | -27.0% | +122.8% | +110.5% |
| 10Y | +55.5% | +121.2% | -65.7% | +30.7% |
| All | +55.5% | +120.9% | -65.4% | +30.7% |
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 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