+311.7%
F vs SUI
+4,037.5%
-3,725.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +5.3% | -2.8% | +8.2% | +6.8% |
| 30D | +4.6% | -1.2% | +5.8% | +5.1% |
| 3M | -3.7% | -1.7% | -1.9% | -3.2% |
| 6M | +16.8% | -10.5% | +27.3% | +22.7% |
| YTD | +15.3% | -1.8% | +17.1% | +15.6% |
| 1Y | +31.0% | -4.1% | +35.1% | +32.7% |
| 3Y | +45.4% | +11.3% | +34.2% | +34.5% |
| 5Y | +54.7% | -32.1% | +86.8% | +80.0% |
| 10Y | +98.2% | +110.4% | -12.2% | +27.1% |
| All | +311.7% | +4,037.5% | -3,725.8% | -13.0% |
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 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