+49.1%
D vs SUI
+123.0%
-73.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | -1.4% | -1.5% | +0.1% | -0.7% |
| 30D | +7.7% | +3.7% | +4.0% | +5.9% |
| 3M | -0.3% | -0.4% | +0.1% | -0.3% |
| 6M | +10.1% | -2.8% | +12.8% | +11.1% |
| YTD | +19.1% | -1.6% | +20.7% | +19.2% |
| 1Y | +15.9% | -2.1% | +18.0% | +16.2% |
| 3Y | +75.0% | +18.5% | +56.5% | +58.3% |
| 5Y | +13.4% | -26.5% | +39.9% | +25.2% |
| All | +49.1% | +123.0% | -73.9% | -2.7% |
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 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