+488.5%
NDAQ vs SUI
+123.0%
+365.5%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | +1.3% | -1.5% | +2.7% | +1.9% |
| 30D | +18.0% | +3.7% | +14.2% | +16.1% |
| 3M | +11.5% | -0.4% | +11.9% | +11.4% |
| 6M | +21.1% | -2.8% | +23.9% | +21.9% |
| YTD | +12.8% | -1.6% | +14.4% | +12.8% |
| 1Y | +25.7% | -2.1% | +27.8% | +25.8% |
| 3Y | +116.8% | +18.5% | +98.3% | +95.1% |
| 5Y | +67.3% | -26.5% | +93.8% | +83.4% |
| All | +488.5% | +123.0% | +365.5% | +362.9% |
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