+1,179.9%
DOC vs SUI
+4,142.3%
-2,962.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.2% | -2.0% | -0.4% |
| 7D | +8.7% | +10.0% | -1.3% | +1.8% |
| 30D | +7.6% | +8.4% | -0.8% | +1.7% |
| 3M | -5.3% | +0.7% | -5.9% | -6.0% |
| 6M | +27.6% | -0.9% | +28.5% | +27.6% |
| YTD | +32.4% | +0.6% | +31.8% | +30.4% |
| 1Y | +22.9% | +0.8% | +22.1% | +20.9% |
| 3Y | +43.1% | +15.5% | +27.6% | +25.1% |
| 5Y | -21.4% | -25.9% | +4.5% | -8.5% |
| 10Y | +16.8% | +119.5% | -102.7% | -34.7% |
| All | +1,179.9% | +4,142.3% | -2,962.5% | +82.0% |
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