+2,793.8%
ASX vs SUI
+1,680.4%
+1,113.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | +0.7% | -21.5% | -21.0% |
| 7D | -33.3% | +8.8% | -42.1% | -35.4% |
| 30D | -36.5% | +8.9% | -45.4% | -38.8% |
| 3M | -19.2% | +2.0% | -21.2% | -20.6% |
| 6M | -10.2% | -0.6% | -9.6% | -11.8% |
| YTD | +86.5% | +1.3% | +85.1% | +81.2% |
| 1Y | +89.6% | +1.3% | +88.4% | +84.2% |
| 3Y | +298.6% | +16.3% | +282.3% | +256.2% |
| 5Y | +414.3% | -25.1% | +439.3% | +436.7% |
| 10Y | +711.1% | +121.1% | +590.0% | +430.2% |
| All | +2,793.8% | +1,680.4% | +1,113.4% | +718.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling