+226.8%
LOW vs SUI
+104.3%
+122.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | +0.4% | -3.1% | +3.5% | +1.9% |
| 30D | -10.1% | -2.3% | -7.8% | -9.1% |
| 3M | -2.9% | -2.8% | 0.0% | -1.6% |
| 6M | -19.4% | -12.4% | -7.0% | -14.2% |
| YTD | -15.4% | -3.3% | -12.1% | -14.3% |
| 1Y | -24.9% | -5.8% | -19.1% | -23.1% |
| 3Y | -7.8% | +12.5% | -20.3% | -15.6% |
| 5Y | +8.4% | -32.9% | +41.2% | +27.0% |
| 10Y | +226.8% | +104.4% | +122.4% | +165.2% |
| All | +226.8% | +104.3% | +122.4% | +165.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling