+107.9%
ASX vs SUI
-0.1%
+108.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.5% | +7.9% | +5.1% |
| 7D | -19.9% | +6.2% | -26.1% | -15.3% |
| 30D | -30.9% | +8.6% | -39.5% | -25.3% |
| 3M | -15.1% | +1.0% | -16.1% | -12.7% |
| 6M | -6.5% | -2.6% | -3.9% | -4.1% |
| YTD | +98.4% | -0.1% | +98.6% | +108.2% |
| 1Y | +107.9% | +0.5% | +107.4% | +116.3% |
| All | +107.9% | -0.1% | +108.0% | +116.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling