+254.6%
DGX vs SUI
+104.7%
+149.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.4% |
| 7D | -2.2% | -4.3% | +2.1% | -0.8% |
| 30D | -0.9% | -2.1% | +1.2% | -0.3% |
| 3M | +15.6% | -6.1% | +21.7% | +17.9% |
| 6M | +17.8% | -12.8% | +30.5% | +23.0% |
| YTD | +37.5% | -4.6% | +42.1% | +39.3% |
| 1Y | +31.2% | -7.7% | +38.8% | +34.2% |
| 3Y | +96.6% | +10.9% | +85.7% | +86.6% |
| 5Y | +64.9% | -32.4% | +97.3% | +81.9% |
| 10Y | +254.6% | +105.7% | +148.9% | +188.4% |
| All | +254.6% | +104.7% | +149.8% | +188.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling