+150.5%
B vs SUI
+4,037.5%
-3,887.0%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.2% |
| 7D | -1.6% | -2.8% | +1.2% | -1.1% |
| 30D | +9.4% | -1.2% | +10.6% | +9.7% |
| 3M | +5.0% | -1.7% | +6.7% | +5.1% |
| 6M | -3.5% | -10.5% | +6.9% | -1.9% |
| YTD | +4.5% | -1.8% | +6.3% | +4.6% |
| 1Y | +67.8% | -4.1% | +71.9% | +68.6% |
| 3Y | +196.7% | +11.3% | +185.4% | +189.7% |
| 5Y | +151.9% | -32.1% | +184.0% | +162.5% |
| 10Y | +202.2% | +110.4% | +91.7% | +166.4% |
| All | +150.5% | +4,037.5% | -3,887.0% | +69.4% |
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