+162.6%
DUK vs SUI
+123.0%
+39.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +0.9% |
| 7D | +1.9% | -1.5% | +3.4% | +2.6% |
| 30D | +8.9% | +3.7% | +5.1% | +7.1% |
| 3M | +5.6% | -0.4% | +5.9% | +5.5% |
| 6M | +7.0% | -2.8% | +9.7% | +7.9% |
| YTD | +14.0% | -1.6% | +15.7% | +14.1% |
| 1Y | +9.1% | -2.1% | +11.1% | +9.4% |
| 3Y | +67.6% | +18.5% | +49.1% | +51.3% |
| 5Y | +56.6% | -26.5% | +83.1% | +71.7% |
| All | +162.6% | +123.0% | +39.6% | +71.6% |
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