+11,182.2%
DE vs SUI
+4,037.5%
+7,144.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +10.0% | -2.8% | +12.9% | +11.2% |
| 30D | +13.3% | -1.2% | +14.5% | +13.7% |
| 3M | +17.5% | -1.7% | +19.2% | +17.8% |
| 6M | +13.6% | -10.5% | +24.0% | +17.9% |
| YTD | +49.8% | -1.8% | +51.6% | +49.9% |
| 1Y | +47.9% | -4.1% | +51.9% | +49.0% |
| 3Y | +72.5% | +11.3% | +61.3% | +61.1% |
| 5Y | +90.2% | -32.1% | +122.3% | +110.6% |
| 10Y | +865.4% | +110.4% | +754.9% | +551.0% |
| All | +11,182.2% | +4,037.5% | +7,144.7% | +3,087.9% |
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