+147.2%
AR vs SUI
-32.0%
+179.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +2.5% | -2.8% | +5.3% | +3.4% |
| 30D | +14.8% | -1.2% | +16.0% | +15.1% |
| 3M | +6.2% | -1.7% | +8.0% | +6.7% |
| 6M | +4.3% | -10.5% | +14.8% | +7.7% |
| YTD | +14.4% | -1.8% | +16.2% | +14.1% |
| 1Y | +21.3% | -4.1% | +25.4% | +21.8% |
| 3Y | +39.8% | +11.3% | +28.5% | +28.8% |
| All | +147.2% | -32.0% | +179.2% | +170.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling