+1,229.0%
D vs SUI
+4,037.5%
-2,808.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +1.5% | -2.8% | +4.3% | +2.3% |
| 30D | -2.6% | -1.2% | -1.4% | -2.3% |
| 3M | 0.0% | -1.7% | +1.7% | +0.4% |
| 6M | +7.4% | -10.5% | +17.8% | +10.6% |
| YTD | +15.9% | -1.8% | +17.7% | +16.2% |
| 1Y | +18.1% | -4.1% | +22.2% | +19.1% |
| 3Y | +58.4% | +11.3% | +47.1% | +52.3% |
| 5Y | +5.2% | -32.1% | +37.3% | +14.3% |
| 10Y | +35.9% | +110.4% | -74.6% | +11.2% |
| All | +1,229.0% | +4,037.5% | -2,808.5% | +566.7% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling