+15.6%
D vs SUI
-3.9%
+19.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -3.1% | -3.8% | +0.8% | -1.5% |
| 30D | +8.4% | +3.9% | +4.4% | +6.7% |
| 3M | +0.2% | +0.2% | 0.0% | -0.2% |
| 6M | +9.5% | -4.2% | +13.6% | +10.4% |
| YTD | +18.8% | -2.5% | +21.3% | +19.3% |
| All | +15.6% | -3.9% | +19.6% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling