+67.8%
IVV vs SUI
-25.7%
+93.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.6% |
| 7D | -4.8% | +8.8% | -13.5% | -6.9% |
| 30D | -5.9% | +8.9% | -14.9% | -8.2% |
| 3M | -4.5% | +2.0% | -6.6% | -5.3% |
| 6M | +1.8% | -0.6% | +2.5% | +1.5% |
| YTD | +8.4% | +1.3% | +7.0% | +7.2% |
| 1Y | +9.4% | +1.3% | +8.1% | +8.2% |
| 3Y | +75.3% | +16.3% | +59.0% | +61.4% |
| 5Y | +67.8% | -25.1% | +92.8% | +86.1% |
| All | +67.8% | -25.7% | +93.5% | +86.1% |
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 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