+8,923.1%
LOW vs SUI
+4,037.5%
+4,885.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -1.7% | -2.8% | +1.1% | -0.5% |
| 30D | -7.0% | -1.2% | -5.9% | -6.6% |
| 3M | -0.9% | -1.7% | +0.9% | -0.2% |
| 6M | -20.1% | -10.5% | -9.6% | -16.3% |
| YTD | -13.9% | -1.8% | -12.1% | -13.4% |
| 1Y | -21.1% | -4.1% | -17.1% | -20.0% |
| 3Y | -6.6% | +11.3% | -17.9% | -12.8% |
| 5Y | +9.4% | -32.1% | +41.5% | +24.3% |
| 10Y | +220.5% | +110.4% | +110.0% | +124.0% |
| All | +8,923.1% | +4,037.5% | +4,885.6% | +2,545.8% |
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