+315.6%
C vs SUI
+4,037.5%
-3,721.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +3.6% | -2.8% | +6.5% | +5.5% |
| 30D | +0.1% | -1.2% | +1.2% | +0.6% |
| 3M | +2.4% | -1.7% | +4.2% | +2.6% |
| 6M | +24.9% | -10.5% | +35.4% | +32.5% |
| YTD | +19.8% | -1.8% | +21.6% | +19.5% |
| 1Y | +44.9% | -4.1% | +48.9% | +46.2% |
| 3Y | +263.0% | +11.3% | +251.7% | +218.3% |
| 5Y | +129.5% | -32.1% | +161.6% | +166.4% |
| 10Y | +291.6% | +110.4% | +181.2% | +90.2% |
| All | +315.6% | +4,037.5% | -3,721.9% | -64.5% |
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