+259.4%
C vs SUI
+4,171.7%
-3,912.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.5% |
| 7D | -5.3% | +8.8% | -14.1% | -10.3% |
| 30D | -7.3% | +8.9% | -16.3% | -12.6% |
| 3M | -13.5% | +2.0% | -15.5% | -15.2% |
| 6M | -6.5% | -0.6% | -5.8% | -7.7% |
| YTD | +3.6% | +1.3% | +2.3% | +0.7% |
| 1Y | +18.9% | +1.3% | +17.6% | +15.5% |
| 3Y | +205.0% | +16.3% | +188.7% | +159.4% |
| 5Y | +109.4% | -25.1% | +134.4% | +127.0% |
| 10Y | +232.9% | +121.1% | +111.9% | +56.3% |
| All | +259.4% | +4,171.7% | -3,912.3% | -70.1% |
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 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