+462.0%
NDAQ vs SUI
+118.5%
+343.6%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.7% | +0.9% |
| 7D | +0.8% | +6.2% | -5.4% | -1.6% |
| 30D | +16.5% | +8.6% | +7.9% | +12.6% |
| 3M | +13.5% | +1.0% | +12.5% | +12.7% |
| 6M | +20.9% | -2.6% | +23.5% | +21.7% |
| YTD | +11.4% | -0.1% | +11.5% | +10.7% |
| 1Y | +25.9% | +0.5% | +25.5% | +24.8% |
| 3Y | +119.9% | +15.3% | +104.6% | +100.4% |
| 5Y | +61.7% | -26.1% | +87.9% | +77.0% |
| All | +462.0% | +118.5% | +343.6% | +347.5% |
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