+97.9%
DGX vs SUI
+13.6%
+84.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.3% | -2.8% | +0.5% | -1.4% |
| 30D | +0.6% | -1.2% | +1.7% | +0.9% |
| 3M | +21.4% | -1.7% | +23.1% | +22.0% |
| 6M | +14.7% | -10.5% | +25.2% | +18.8% |
| YTD | +38.4% | -1.8% | +40.3% | +38.9% |
| 1Y | +34.0% | -4.1% | +38.1% | +35.3% |
| All | +97.9% | +13.6% | +84.3% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling