+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 all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.3% |
| 7D | +0.4% | -2.8% | +3.3% | +1.3% |
| 30D | -3.6% | -1.2% | -2.4% | -3.3% |
| 3M | -1.0% | -1.7% | +0.7% | -0.6% |
| 6M | +6.3% | -10.5% | +16.8% | +9.5% |
| YTD | +14.7% | -1.8% | +16.5% | +15.1% |
| 1Y | +16.9% | -4.1% | +21.0% | +17.9% |
| 3Y | +56.8% | +11.3% | +45.5% | +50.7% |
| 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 all: 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…
all analysis · Full analysis span regression · 6 months rolling