+2,164.1%
DTE vs SUI
+4,037.5%
-1,873.4%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +0.2% | -2.8% | +3.0% | +1.1% |
| 30D | -2.6% | -1.2% | -1.4% | -2.2% |
| 3M | -3.9% | -1.7% | -2.2% | -3.5% |
| 6M | -7.9% | -10.5% | +2.6% | -4.8% |
| YTD | +7.2% | -1.8% | +9.0% | +7.5% |
| 1Y | +3.1% | -4.1% | +7.2% | +4.0% |
| 3Y | +47.6% | +11.3% | +36.3% | +40.6% |
| 5Y | +32.7% | -32.1% | +64.8% | +45.5% |
| 10Y | +138.8% | +110.4% | +28.3% | +90.1% |
| All | +2,164.1% | +4,037.5% | -1,873.4% | +923.9% |
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