+149.2%
DTE vs SUI
+117.1%
+32.0%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.9% |
| 7D | +3.5% | +3.4% | +0.1% | +1.8% |
| 30D | +9.5% | +4.6% | +4.9% | +6.9% |
| 3M | +2.5% | +1.6% | +1.0% | +1.3% |
| 6M | +0.6% | -3.5% | +4.0% | +1.7% |
| YTD | +10.5% | -1.0% | +11.5% | +10.0% |
| 1Y | +3.3% | -1.7% | +5.1% | +3.2% |
| 3Y | +56.3% | +18.4% | +37.9% | +38.7% |
| 5Y | +44.9% | -26.3% | +71.3% | +61.5% |
| 10Y | +149.2% | +123.3% | +25.8% | +57.1% |
| All | +149.2% | +117.1% | +32.0% | +57.1% |
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