+137.5%
DTE vs SUI
+104.3%
+33.2%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.6% |
| 7D | +0.9% | -3.1% | +4.0% | +2.4% |
| 30D | -1.9% | -2.3% | +0.5% | -0.8% |
| 3M | -3.3% | -2.8% | -0.5% | -2.2% |
| 6M | -7.1% | -12.4% | +5.2% | -1.2% |
| YTD | +8.1% | -3.3% | +11.4% | +9.2% |
| 1Y | +5.3% | -5.8% | +11.1% | +7.5% |
| 3Y | +48.2% | +12.5% | +35.7% | +34.9% |
| 5Y | +33.2% | -32.9% | +66.1% | +56.8% |
| 10Y | +137.5% | +104.4% | +33.1% | +51.8% |
| All | +137.5% | +104.3% | +33.2% | +51.8% |
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