+46.0%
DGX vs SUI
+1.6%
+44.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.2% | -1.7% | +1.6% |
| 7D | +4.1% | +10.0% | -5.9% | +0.5% |
| 30D | +10.5% | +8.4% | +2.1% | +6.8% |
| 3M | +9.8% | +0.7% | +9.1% | +9.4% |
| 6M | +34.6% | -0.9% | +35.5% | +34.4% |
| YTD | +49.8% | +0.6% | +49.2% | +46.4% |
| 1Y | +46.0% | +0.8% | +45.3% | +42.0% |
| All | +46.0% | +1.6% | +44.4% | +42.0% |
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 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