+111.8%
DG vs SUI
+117.1%
-5.3%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.9% | +3.5% | +2.9% |
| 7D | +5.2% | +3.4% | +1.8% | +4.3% |
| 30D | +7.9% | +4.6% | +3.3% | +6.7% |
| 3M | +12.7% | +1.6% | +11.1% | +12.3% |
| 6M | +22.4% | -3.5% | +25.9% | +23.5% |
| YTD | +5.4% | -1.0% | +6.4% | +5.6% |
| 1Y | +39.4% | -1.7% | +41.1% | +39.9% |
| 3Y | +24.1% | +18.4% | +5.8% | +16.9% |
| 5Y | -32.2% | -26.3% | -5.8% | -28.2% |
| 10Y | +111.8% | +123.3% | -11.5% | +66.3% |
| All | +111.8% | +117.1% | -5.3% | +66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling