+3,653.2%
FIX vs SUI
+115.7%
+3,537.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.5% | +6.9% | +5.9% |
| 7D | -17.5% | +6.2% | -23.7% | -19.5% |
| 30D | -41.6% | +8.6% | -50.2% | -43.8% |
| 3M | -40.6% | +1.0% | -41.6% | -41.5% |
| 6M | -49.4% | -2.6% | -46.8% | -50.0% |
| YTD | +9.2% | -0.1% | +9.3% | +6.3% |
| 1Y | +6.5% | +0.5% | +6.0% | +3.3% |
| 3Y | +448.7% | +15.3% | +433.5% | +379.4% |
| 5Y | +948.7% | -26.1% | +974.9% | +1,032.9% |
| All | +3,653.2% | +115.7% | +3,537.4% | +2,939.6% |
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