+52.0%
ON vs SUI
-3.0%
+55.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +5.2% |
| 7D | +3.3% | -2.4% | +5.8% | +1.7% |
| 30D | -3.1% | +3.3% | -6.5% | -0.5% |
| 3M | -9.2% | +0.7% | -9.9% | -8.3% |
| 6M | -31.4% | -4.1% | -27.2% | -30.5% |
| YTD | +36.0% | -1.8% | +37.8% | +37.3% |
| 1Y | +52.0% | -4.1% | +56.1% | +56.2% |
| All | +52.0% | -3.0% | +55.0% | +56.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling