+55.9%
FROG vs SUI
-0.4%
+56.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +35.3% | -1.5% | +36.8% | +35.8% |
| 7D | +7.0% | +6.2% | +0.8% | +4.5% |
| 30D | +2.9% | +8.6% | -5.7% | -0.7% |
| 3M | +21.6% | +1.0% | +20.6% | +20.3% |
| 6M | +87.7% | -2.6% | +90.3% | +86.9% |
| YTD | +61.7% | -0.1% | +61.8% | +58.6% |
| 1Y | +113.7% | +0.5% | +113.2% | +109.1% |
| 3Y | +267.7% | +15.3% | +252.5% | +227.5% |
| 5Y | +158.8% | -26.1% | +184.9% | +178.9% |
| All | +55.9% | -0.4% | +56.2% | +48.5% |
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