+23.1%
Q vs SUI
+0.6%
+22.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.5% | +7.8% | +5.5% |
| 7D | +0.3% | +6.2% | -5.9% | +3.6% |
| 30D | -9.8% | +8.6% | -18.4% | -5.9% |
| 3M | -12.2% | +1.0% | -13.2% | -10.7% |
| 6M | -21.6% | -2.6% | -19.0% | -20.1% |
| YTD | +43.6% | -0.1% | +43.7% | +46.5% |
| 1Y | +25.7% | +0.5% | +25.2% | +27.1% |
| All | +23.1% | +0.6% | +22.5% | +24.5% |
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