+1,448.1%
DUK vs SUI
+4,072.7%
-2,624.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.2% |
| 7D | +1.9% | +3.4% | -1.5% | +1.0% |
| 30D | +10.5% | +4.6% | +5.9% | +9.1% |
| 3M | +7.3% | +1.6% | +5.7% | +6.7% |
| 6M | +5.7% | -3.5% | +9.1% | +6.5% |
| YTD | +12.9% | -1.0% | +13.9% | +12.9% |
| 1Y | +8.6% | -1.7% | +10.3% | +8.7% |
| 3Y | +63.5% | +18.4% | +45.2% | +54.0% |
| 5Y | +52.4% | -26.3% | +78.7% | +61.2% |
| 10Y | +157.4% | +123.3% | +34.1% | +105.7% |
| All | +1,448.1% | +4,072.7% | -2,624.6% | +630.1% |
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 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