-37.4%
DOCS vs SUI
-15.6%
-21.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.0% | -4.7% |
| 7D | -1.3% | +8.8% | -10.1% | -5.9% |
| 30D | +19.4% | +8.9% | +10.5% | +13.4% |
| 3M | +53.4% | +2.0% | +51.4% | +51.1% |
| 6M | +28.8% | -0.6% | +29.4% | +28.7% |
| YTD | -25.1% | +1.3% | -26.4% | -26.7% |
| 1Y | -48.1% | +1.3% | -49.4% | -49.3% |
| 3Y | +51.4% | +16.3% | +35.1% | +29.0% |
| 5Y | -51.1% | -25.1% | -26.0% | -41.5% |
| All | -37.4% | -15.6% | -21.8% | -18.0% |
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 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