+223.5%
C vs SUI
+115.7%
+107.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.1% |
| 7D | -2.4% | +6.2% | -8.6% | -4.7% |
| 30D | -6.0% | +8.6% | -14.6% | -9.2% |
| 3M | -10.5% | +1.0% | -11.5% | -11.3% |
| 6M | -5.7% | -2.6% | -3.1% | -5.6% |
| YTD | +4.1% | -0.1% | +4.3% | +3.1% |
| 1Y | +20.5% | +0.5% | +20.0% | +18.9% |
| 3Y | +208.1% | +15.3% | +192.9% | +179.7% |
| 5Y | +110.4% | -26.1% | +136.6% | +128.4% |
| All | +223.5% | +115.7% | +107.8% | +216.3% |
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