+68.2%
IVV vs SUI
-26.3%
+94.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | -2.7% | +6.2% | -8.9% | -4.3% |
| 30D | -5.4% | +8.6% | -14.0% | -7.6% |
| 3M | -4.1% | +1.0% | -5.1% | -4.6% |
| 6M | +0.7% | -2.6% | +3.3% | +0.9% |
| YTD | +8.7% | -0.1% | +8.9% | +7.9% |
| 1Y | +11.0% | +0.5% | +10.5% | +9.9% |
| 3Y | +75.4% | +15.3% | +60.2% | +61.8% |
| All | +68.2% | -26.3% | +94.5% | +87.2% |
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