+485.4%
P vs SUI
+143.4%
+341.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | +6.5% | -2.8% | +9.4% | +7.5% |
| 30D | +18.8% | -1.2% | +20.0% | +19.2% |
| 3M | +26.7% | -1.7% | +28.5% | +26.4% |
| 6M | +62.2% | -10.5% | +72.6% | +67.0% |
| YTD | +48.5% | -1.8% | +50.3% | +47.3% |
| 1Y | +26.4% | -4.1% | +30.5% | +25.9% |
| 3Y | +159.4% | +11.3% | +148.2% | +134.6% |
| 5Y | +275.8% | -32.1% | +307.9% | +321.4% |
| 10Y | +732.0% | +110.4% | +621.6% | +561.1% |
| All | +485.4% | +143.4% | +341.9% | +345.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling