-4.4%
DOC vs SUI
+110.1%
-114.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.6% |
| 7D | -1.5% | -2.8% | +1.4% | +0.6% |
| 30D | -4.8% | -1.2% | -3.6% | -4.0% |
| 3M | +6.9% | -1.7% | +8.6% | +7.9% |
| 6M | +20.7% | -10.5% | +31.2% | +30.2% |
| YTD | +34.1% | -1.8% | +36.0% | +34.7% |
| 1Y | +22.6% | -4.1% | +26.7% | +25.1% |
| 3Y | +20.8% | +11.3% | +9.6% | +6.4% |
| 5Y | -24.9% | -32.1% | +7.2% | -3.5% |
| All | -4.4% | +110.1% | -114.5% | -52.7% |
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