+581.1%
ON vs SUI
+108.4%
+472.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +2.4% | -2.8% | +5.3% | +3.8% |
| 30D | -3.3% | -1.2% | -2.1% | -2.9% |
| 3M | -43.6% | -1.7% | -41.8% | -44.1% |
| 6M | +19.0% | -10.5% | +29.4% | +23.6% |
| YTD | +37.4% | -1.8% | +39.2% | +35.2% |
| 1Y | +54.8% | -4.1% | +58.8% | +53.6% |
| 3Y | -25.2% | +11.3% | -36.4% | -34.2% |
| 5Y | +62.7% | -32.1% | +94.8% | +90.6% |
| All | +581.1% | +108.4% | +472.8% | +425.3% |
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