+177.8%
FROG vs SUI
-25.9%
+203.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.4% | +2.8% |
| 7D | +17.0% | +3.4% | +13.6% | +15.4% |
| 30D | +1.3% | +4.6% | -3.3% | -1.0% |
| 3M | +17.5% | +1.6% | +15.9% | +15.9% |
| 6M | +46.8% | -3.5% | +50.2% | +46.6% |
| YTD | +65.8% | -1.0% | +66.8% | +63.0% |
| 1Y | +61.0% | -1.7% | +62.7% | +58.6% |
| 3Y | +296.7% | +18.4% | +278.4% | +242.8% |
| 5Y | +177.8% | -26.3% | +204.2% | +210.2% |
| All | +177.8% | -25.9% | +203.8% | +210.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling