+238.6%
P vs SUI
-26.3%
+264.9%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.5% | +5.0% | +3.7% |
| 7D | -23.8% | +6.2% | -30.0% | -24.5% |
| 30D | -36.6% | +8.6% | -45.2% | -37.6% |
| 3M | +10.9% | +1.0% | +9.9% | +10.5% |
| 6M | +30.0% | -2.6% | +32.6% | +29.9% |
| YTD | +44.4% | -0.1% | +44.5% | +42.8% |
| 1Y | +3.9% | +0.5% | +3.5% | +2.5% |
| 3Y | +176.6% | +15.3% | +161.3% | +150.7% |
| All | +238.6% | -26.3% | +264.9% | +305.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling