+735.8%
IVV vs SUI
+1,646.8%
-910.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.1% | -4.7% |
| 7D | -4.8% | +8.8% | -13.5% | -7.7% |
| 30D | -5.9% | +8.9% | -14.9% | -9.0% |
| 3M | -4.5% | +2.0% | -6.6% | -5.6% |
| 6M | +1.8% | -0.6% | +2.5% | +1.2% |
| YTD | +8.4% | +1.3% | +7.0% | +6.7% |
| 1Y | +9.4% | +1.3% | +8.1% | +7.7% |
| 3Y | +75.3% | +16.3% | +59.0% | +60.2% |
| 5Y | +67.8% | -25.1% | +92.8% | +78.0% |
| 10Y | +314.2% | +121.1% | +193.1% | +182.7% |
| All | +735.8% | +1,646.8% | -910.9% | +120.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling