+24.7%
LOW vs SUI
+17.1%
+7.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | +0.1% | -3.8% | +3.9% | +1.8% |
| 30D | +21.3% | +3.9% | +17.3% | +19.4% |
| 3M | +6.0% | +0.2% | +5.8% | +5.8% |
| 6M | +2.6% | -4.2% | +6.8% | +4.1% |
| YTD | -3.6% | -2.5% | -1.1% | -2.8% |
| 1Y | -1.0% | -4.0% | +3.1% | +0.4% |
| All | +24.7% | +17.1% | +7.6% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling