+3.9%
P vs SUI
-0.1%
+4.1%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +2.2% |
| 7D | -23.8% | +6.2% | -30.0% | -19.0% |
| 30D | -36.6% | +8.6% | -45.2% | -31.2% |
| 3M | +10.9% | +1.0% | +9.9% | +14.9% |
| 6M | +30.0% | -2.6% | +32.6% | +33.7% |
| YTD | +44.4% | -0.1% | +44.5% | +52.3% |
| 1Y | +3.9% | +0.5% | +3.5% | +9.8% |
| All | +3.9% | -0.1% | +4.1% | +9.8% |
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 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