+392.6%
ASX vs SUI
+12.1%
+380.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.2% |
| 7D | -0.7% | -2.8% | +2.1% | -0.9% |
| 30D | +2.0% | -1.2% | +3.2% | +1.9% |
| 3M | -1.3% | -1.7% | +0.4% | -1.5% |
| 6M | +71.4% | -10.5% | +81.9% | +71.8% |
| YTD | +135.3% | -1.8% | +137.2% | +134.9% |
| 1Y | +267.5% | -4.1% | +271.6% | +267.2% |
| All | +392.6% | +12.1% | +380.6% | +369.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling