+46.0%
F vs SUI
+12.1%
+34.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +5.3% | -2.8% | +8.2% | +6.6% |
| 30D | +4.6% | -1.2% | +5.8% | +5.0% |
| 3M | -3.7% | -1.7% | -1.9% | -3.2% |
| 6M | +16.8% | -10.5% | +27.3% | +22.1% |
| YTD | +15.3% | -1.8% | +17.1% | +15.6% |
| 1Y | +31.0% | -4.1% | +35.1% | +32.6% |
| All | +46.0% | +12.1% | +34.0% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling