+481.9%
NYT vs SUI
+101.8%
+380.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | -0.6% | -4.2% | +3.6% | +0.7% |
| 30D | +4.6% | -3.3% | +7.8% | +5.6% |
| 3M | -9.6% | -8.2% | -1.4% | -7.2% |
| 6M | -14.0% | -14.5% | +0.5% | -10.0% |
| YTD | -2.8% | -5.9% | +3.1% | -1.3% |
| 1Y | +15.6% | -9.7% | +25.3% | +18.7% |
| 3Y | +56.3% | +7.7% | +48.6% | +49.0% |
| 5Y | +39.5% | -31.9% | +71.4% | +52.6% |
| All | +481.9% | +101.8% | +380.1% | +430.7% |
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