+5,387.7%
O vs SUI
+3,383.6%
+2,004.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.6% |
| 7D | -0.7% | -2.8% | +2.1% | +1.0% |
| 30D | -1.9% | -1.2% | -0.7% | -1.3% |
| 3M | +3.8% | -1.7% | +5.6% | +4.8% |
| 6M | -4.7% | -10.5% | +5.7% | +1.6% |
| YTD | +12.5% | -1.8% | +14.3% | +13.0% |
| 1Y | +10.8% | -4.1% | +14.9% | +12.7% |
| 3Y | +28.8% | +11.3% | +17.5% | +15.7% |
| 5Y | +13.2% | -32.1% | +45.3% | +35.2% |
| 10Y | +53.5% | +110.4% | -57.0% | -7.6% |
| All | +5,387.7% | +3,383.6% | +2,004.1% | +755.8% |
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