+82.7%
O vs SUI
+117.1%
-34.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.7% |
| 7D | +3.5% | +3.4% | +0.1% | +1.3% |
| 30D | +10.4% | +4.6% | +5.8% | +7.0% |
| 3M | -2.4% | +1.6% | -4.0% | -3.8% |
| 6M | -1.2% | -3.5% | +2.3% | +0.5% |
| YTD | +10.4% | -1.0% | +11.4% | +10.0% |
| 1Y | +11.4% | -1.7% | +13.2% | +11.5% |
| 3Y | +40.4% | +18.4% | +22.0% | +18.9% |
| 5Y | +12.1% | -26.3% | +38.5% | +31.0% |
| 10Y | +82.7% | +123.3% | -40.6% | -15.1% |
| All | +82.7% | +117.1% | -34.4% | -15.1% |
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