+5,283.0%
O vs SUI
+3,496.6%
+1,786.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | 0.0% |
| 7D | +4.5% | +8.8% | -4.2% | -0.8% |
| 30D | +10.2% | +8.9% | +1.3% | +4.3% |
| 3M | -3.8% | +2.0% | -5.8% | -5.3% |
| 6M | -3.8% | -0.6% | -3.2% | -4.0% |
| YTD | +10.3% | +1.3% | +9.0% | +8.4% |
| 1Y | +11.9% | +1.3% | +10.6% | +9.9% |
| 3Y | +38.1% | +16.3% | +21.8% | +21.0% |
| 5Y | +11.1% | -25.1% | +36.1% | +24.3% |
| 10Y | +72.7% | +121.1% | -48.3% | +0.6% |
| All | +5,283.0% | +3,496.6% | +1,786.4% | +721.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling