+1,307.9%
D vs SUI
+4,142.3%
-2,834.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +5.2% | -0.7% | +3.0% |
| 7D | +8.5% | +10.0% | -1.5% | +5.6% |
| 30D | +14.3% | +8.4% | +5.9% | +11.7% |
| 3M | +1.8% | +0.7% | +1.1% | +1.5% |
| 6M | +13.0% | -0.9% | +14.0% | +13.2% |
| YTD | +22.7% | +0.6% | +22.1% | +22.2% |
| 1Y | +22.6% | +0.8% | +21.8% | +22.0% |
| 3Y | +84.2% | +15.5% | +68.7% | +75.3% |
| 5Y | +15.8% | -25.9% | +41.6% | +22.8% |
| 10Y | +45.8% | +119.5% | -73.7% | +18.0% |
| All | +1,307.9% | +4,142.3% | -2,834.4% | +601.0% |
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 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