+10,284.9%
DGX vs SUI
+2,078.9%
+8,206.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | +1.5% | +6.2% | -4.7% | -0.2% |
| 30D | +12.6% | +8.6% | +4.0% | +9.9% |
| 3M | +7.6% | +1.0% | +6.6% | +7.1% |
| 6M | +36.2% | -2.6% | +38.8% | +36.9% |
| YTD | +49.8% | -0.1% | +49.9% | +49.3% |
| 1Y | +47.3% | +0.5% | +46.8% | +46.6% |
| 3Y | +102.1% | +15.3% | +86.8% | +91.7% |
| 5Y | +100.3% | -26.1% | +126.5% | +111.4% |
| 10Y | +283.1% | +117.8% | +165.3% | +196.7% |
| All | +10,284.9% | +2,078.9% | +8,206.1% | +3,517.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling