+179.5%
DVA vs SUI
+104.3%
+75.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.7% |
| 7D | +2.2% | -3.1% | +5.3% | +3.2% |
| 30D | -2.0% | -2.3% | +0.3% | -1.4% |
| 3M | -6.3% | -2.8% | -3.4% | -5.5% |
| 6M | +19.4% | -12.4% | +31.8% | +24.1% |
| YTD | +58.5% | -3.3% | +61.8% | +59.7% |
| 1Y | +33.9% | -5.8% | +39.7% | +35.8% |
| 3Y | +88.4% | +12.5% | +76.0% | +79.2% |
| 5Y | +39.5% | -32.9% | +72.4% | +52.2% |
| 10Y | +179.5% | +104.4% | +75.1% | +132.5% |
| All | +179.5% | +104.3% | +75.1% | +132.5% |
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