+1,351.8%
QLD vs SUI
+115.7%
+1,236.1%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.4% |
| 7D | -10.3% | +6.2% | -16.5% | -13.8% |
| 30D | -26.1% | +8.6% | -34.6% | -30.5% |
| 3M | -17.8% | +1.0% | -18.7% | -19.3% |
| 6M | -15.6% | -2.6% | -13.0% | -16.6% |
| YTD | +5.4% | -0.1% | +5.5% | +1.9% |
| 1Y | +5.2% | +0.5% | +4.8% | +1.2% |
| 3Y | +139.4% | +15.3% | +124.2% | +96.4% |
| 5Y | +66.7% | -26.1% | +92.9% | +94.4% |
| All | +1,351.8% | +115.7% | +1,236.1% | +874.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling