+23.0%
JPM vs SUI
-5.1%
+28.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.2% |
| 7D | -0.4% | -3.1% | +2.7% | +0.1% |
| 30D | -1.1% | -2.3% | +1.2% | -0.8% |
| 3M | +14.1% | -2.8% | +17.0% | +14.3% |
| 6M | +23.3% | -12.4% | +35.7% | +26.5% |
| YTD | +11.3% | -3.3% | +14.6% | +11.6% |
| 1Y | +23.0% | -5.8% | +28.8% | +24.6% |
| All | +23.0% | -5.1% | +28.1% | +24.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling