+198.9%
DVA vs SUI
+117.1%
+81.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.9% | -5.4% | -6.0% |
| 7D | -1.6% | +3.4% | -5.0% | -2.5% |
| 30D | 0.0% | +4.6% | -4.6% | -1.4% |
| 3M | -2.4% | +1.6% | -4.0% | -3.0% |
| 6M | -9.8% | -3.5% | -6.3% | -8.9% |
| YTD | +57.8% | -1.0% | +58.8% | +57.7% |
| 1Y | +49.2% | -1.7% | +50.9% | +49.4% |
| 3Y | +116.0% | +18.4% | +97.7% | +102.1% |
| 5Y | +68.5% | -26.3% | +94.8% | +78.9% |
| 10Y | +198.9% | +123.3% | +75.6% | +151.0% |
| All | +198.9% | +117.1% | +81.8% | +151.0% |
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