+327.1%
NET vs SUI
+12.1%
+315.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.6% | -1.9% |
| 7D | -7.0% | -2.8% | -4.1% | -6.3% |
| 30D | -4.8% | -1.2% | -3.6% | -4.7% |
| 3M | +3.8% | -1.7% | +5.6% | +3.7% |
| 6M | +50.0% | -10.5% | +60.5% | +54.4% |
| YTD | +41.5% | -1.8% | +43.3% | +40.4% |
| 1Y | +32.8% | -4.1% | +36.9% | +32.7% |
| All | +327.1% | +12.1% | +315.0% | +275.0% |
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