+73.3%
D vs SUI
+15.1%
+58.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.9% |
| 7D | +3.0% | +6.2% | -3.2% | +0.4% |
| 30D | +11.5% | +8.6% | +2.9% | +7.6% |
| 3M | +3.7% | +1.0% | +2.7% | +3.1% |
| 6M | +13.5% | -2.6% | +16.1% | +14.4% |
| YTD | +20.7% | -0.1% | +20.9% | +20.1% |
| 1Y | +18.2% | +0.5% | +17.8% | +17.2% |
| 3Y | +73.3% | +15.3% | +58.1% | +56.6% |
| All | +73.3% | +15.1% | +58.2% | +56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling