+34.7%
D vs SUI
+108.4%
-73.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +1.5% | -2.8% | +4.3% | +2.8% |
| 30D | -2.6% | -1.2% | -1.4% | -2.1% |
| 3M | 0.0% | -1.7% | +1.7% | +0.6% |
| 6M | +7.4% | -10.5% | +17.8% | +12.6% |
| YTD | +15.9% | -1.8% | +17.7% | +16.3% |
| 1Y | +18.1% | -4.1% | +22.2% | +19.6% |
| 3Y | +58.4% | +11.3% | +47.1% | +47.3% |
| 5Y | +5.2% | -32.1% | +37.3% | +20.9% |
| All | +34.7% | +108.4% | -73.7% | -12.2% |
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