+9,498.1%
DGX vs SUI
+2,041.6%
+7,456.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -2.3% | -2.8% | +0.5% | -1.5% |
| 30D | +0.6% | -1.2% | +1.7% | +0.8% |
| 3M | +21.4% | -1.7% | +23.1% | +21.9% |
| 6M | +14.7% | -10.5% | +25.2% | +18.1% |
| YTD | +38.4% | -1.8% | +40.3% | +38.9% |
| 1Y | +34.0% | -4.1% | +38.1% | +35.2% |
| 3Y | +92.7% | +11.3% | +81.4% | +84.7% |
| 5Y | +67.7% | -32.1% | +99.8% | +81.3% |
| 10Y | +248.0% | +110.4% | +137.6% | +172.2% |
| All | +9,498.1% | +2,041.6% | +7,456.5% | +3,265.0% |
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 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