+222.5%
DVA vs SUI
+118.5%
+104.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.3% |
| 7D | +2.1% | +6.2% | -4.2% | +0.2% |
| 30D | +8.2% | +8.6% | -0.3% | +5.5% |
| 3M | +5.9% | +1.0% | +4.9% | +5.5% |
| 6M | -1.3% | -2.6% | +1.3% | -0.7% |
| YTD | +68.4% | -0.1% | +68.6% | +67.9% |
| 1Y | +57.5% | +0.5% | +57.0% | +56.6% |
| 3Y | +142.3% | +15.3% | +127.1% | +128.5% |
| 5Y | +75.0% | -26.1% | +101.1% | +85.5% |
| All | +222.5% | +118.5% | +104.0% | +173.3% |
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