+334.1%
M vs SUI
+4,037.5%
-3,703.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.8% |
| 7D | +4.7% | -2.8% | +7.6% | +6.3% |
| 30D | -9.6% | -1.2% | -8.5% | -9.2% |
| 3M | +0.9% | -1.7% | +2.6% | +1.3% |
| 6M | +22.3% | -10.5% | +32.7% | +28.9% |
| YTD | +6.5% | -1.8% | +8.4% | +6.6% |
| 1Y | +38.8% | -4.1% | +42.9% | +40.2% |
| 3Y | +115.9% | +11.3% | +104.7% | +96.3% |
| 5Y | +28.6% | -32.1% | +60.7% | +51.7% |
| 10Y | -2.5% | +110.4% | -113.0% | -40.9% |
| All | +334.1% | +4,037.5% | -3,703.4% | -30.2% |
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 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