+78.2%
O vs SUI
+118.5%
-40.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +3.3% | +3.0% | +0.3% | +1.3% |
| 30D | +10.3% | +5.6% | +4.8% | +6.3% |
| 3M | -3.5% | +0.9% | -4.4% | -4.4% |
| 6M | -1.3% | -2.6% | +1.3% | -0.2% |
| YTD | +10.3% | -0.1% | +10.4% | +9.3% |
| 1Y | +10.4% | -1.4% | +11.8% | +10.2% |
| 3Y | +40.0% | +19.8% | +20.2% | +17.6% |
| 5Y | +12.4% | -25.8% | +38.1% | +30.6% |
| 10Y | +78.2% | +118.1% | -39.9% | -14.6% |
| All | +78.2% | +118.5% | -40.3% | -14.6% |
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