+207.0%
C vs SUI
+123.0%
+84.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.4% |
| 7D | +4.2% | -1.5% | +5.6% | +4.8% |
| 30D | +2.0% | +3.7% | -1.8% | +0.2% |
| 3M | -10.1% | -0.4% | -9.7% | -10.4% |
| 6M | +1.0% | -2.8% | +3.8% | +1.2% |
| YTD | +8.5% | -1.6% | +10.1% | +7.9% |
| 1Y | +25.7% | -2.1% | +27.8% | +25.3% |
| 3Y | +216.0% | +18.5% | +197.5% | +182.7% |
| 5Y | +112.3% | -26.5% | +138.8% | +130.9% |
| All | +207.0% | +123.0% | +84.1% | +189.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling