+31.2%
DGX vs SUI
-6.7%
+37.9%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.5% |
| 7D | -2.2% | -4.3% | +2.1% | -0.5% |
| 30D | -0.9% | -2.1% | +1.2% | -0.2% |
| 3M | +15.6% | -6.1% | +21.7% | +18.1% |
| 6M | +17.8% | -12.8% | +30.5% | +23.4% |
| YTD | +37.5% | -4.6% | +42.1% | +38.6% |
| 1Y | +31.2% | -7.7% | +38.8% | +34.4% |
| All | +31.2% | -6.7% | +37.9% | +34.4% |
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