+44.7%
DG vs SUI
+1.6%
+43.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | +5.2% | +3.4% | +5.3% |
| 7D | +12.3% | +10.0% | +2.2% | +6.3% |
| 30D | +19.3% | +8.4% | +10.9% | +13.9% |
| 3M | +11.9% | +0.7% | +11.2% | +10.4% |
| 6M | +25.0% | -0.9% | +25.9% | +23.8% |
| YTD | +8.7% | +0.6% | +8.1% | +7.0% |
| 1Y | +44.7% | +0.8% | +43.9% | +44.4% |
| All | +44.7% | +1.6% | +43.0% | +44.4% |
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