+157.4%
DUK vs SUI
+117.1%
+40.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | +1.9% | +3.4% | -1.5% | +0.5% |
| 30D | +10.5% | +4.6% | +5.9% | +8.3% |
| 3M | +7.3% | +1.6% | +5.7% | +6.3% |
| 6M | +5.7% | -3.5% | +9.1% | +6.9% |
| YTD | +12.9% | -1.0% | +13.9% | +12.7% |
| 1Y | +8.6% | -1.7% | +10.3% | +8.7% |
| 3Y | +63.5% | +18.4% | +45.2% | +47.8% |
| 5Y | +52.4% | -26.3% | +78.7% | +67.0% |
| 10Y | +157.4% | +123.3% | +34.1% | +67.6% |
| All | +157.4% | +117.1% | +40.3% | +67.6% |
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