+3,552.3%
ASX vs SUI
+1,668.2%
+1,884.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.2% | -9.1% | -5.7% |
| 7D | -14.6% | +10.0% | -24.6% | -17.5% |
| 30D | -21.1% | +8.4% | -29.5% | -23.8% |
| 3M | -3.1% | +0.7% | -3.7% | -4.2% |
| 6M | +17.4% | -0.9% | +18.3% | +15.5% |
| YTD | +135.3% | +0.6% | +134.7% | +129.4% |
| 1Y | +146.5% | +0.8% | +145.7% | +140.0% |
| 3Y | +403.1% | +15.5% | +387.6% | +351.0% |
| 5Y | +551.7% | -25.9% | +577.6% | +583.3% |
| 10Y | +923.7% | +119.5% | +804.1% | +571.2% |
| All | +3,552.3% | +1,668.2% | +1,884.1% | +935.8% |
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 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