+207.2%
C vs SUI
+120.9%
+86.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +4.7% | -3.8% | +8.6% | +6.3% |
| 30D | +0.2% | +3.9% | -3.8% | -1.7% |
| 3M | -9.3% | +0.2% | -9.5% | -9.8% |
| 6M | -0.8% | -4.2% | +3.3% | -0.1% |
| YTD | +8.5% | -2.5% | +11.0% | +8.4% |
| 1Y | +23.1% | -4.0% | +27.1% | +23.7% |
| 3Y | +220.8% | +16.5% | +204.2% | +189.0% |
| 5Y | +112.4% | -27.2% | +139.6% | +131.8% |
| All | +207.2% | +120.9% | +86.3% | +191.1% |
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