+51.7%
DTE vs SUI
+15.1%
+36.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.7% |
| 7D | -0.3% | +6.2% | -6.5% | -2.6% |
| 30D | +6.2% | +8.6% | -2.4% | +2.7% |
| 3M | -2.6% | +1.0% | -3.6% | -3.2% |
| 6M | -3.5% | -2.6% | -0.9% | -3.0% |
| YTD | +7.4% | -0.1% | +7.5% | +6.7% |
| 1Y | +4.2% | +0.5% | +3.7% | +3.3% |
| 3Y | +51.7% | +15.3% | +36.5% | +37.5% |
| All | +51.7% | +15.1% | +36.6% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling