+299.6%
ASX vs SUI
+16.8%
+282.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -20.6% |
| 7D | -33.3% | +8.8% | -42.1% | -32.1% |
| 30D | -36.5% | +8.9% | -45.4% | -35.3% |
| 3M | -19.2% | +2.0% | -21.2% | -18.3% |
| 6M | -10.2% | -0.6% | -9.6% | -9.2% |
| YTD | +86.5% | +1.3% | +85.1% | +88.5% |
| 1Y | +89.6% | +1.3% | +88.4% | +91.6% |
| All | +299.6% | +16.8% | +282.7% | +277.9% |
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