+6.6%
ON vs SUI
+18.2%
-11.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.6% | -3.7% |
| 7D | +12.2% | -1.5% | +13.7% | +12.3% |
| 30D | -3.1% | +3.7% | -6.9% | -3.5% |
| 3M | -12.9% | -0.4% | -12.5% | -12.9% |
| 6M | -38.6% | -2.8% | -35.8% | -38.7% |
| YTD | +31.2% | -1.6% | +32.8% | +30.2% |
| 1Y | +47.6% | -2.1% | +49.7% | +46.6% |
| 3Y | +6.6% | +18.5% | -11.9% | -7.4% |
| All | +6.6% | +18.2% | -11.6% | -7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling