+237.1%
DIA vs SUI
+120.9%
+116.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | -1.6% | -2.4% | +0.8% | -0.8% |
| 30D | +1.3% | +3.3% | -2.1% | 0.0% |
| 3M | -2.1% | +0.7% | -2.7% | -2.6% |
| 6M | +6.2% | -4.1% | +10.4% | +7.1% |
| YTD | +10.3% | -1.8% | +12.2% | +10.2% |
| 1Y | +11.0% | -4.1% | +15.0% | +11.6% |
| 3Y | +60.4% | +17.4% | +43.0% | +47.0% |
| 5Y | +59.1% | -27.0% | +86.1% | +71.9% |
| 10Y | +237.1% | +121.2% | +115.9% | +170.5% |
| All | +237.1% | +120.9% | +116.2% | +170.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling