+1,315.8%
QLD vs SUI
+118.9%
+1,196.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +0.7% | -13.4% | -13.2% |
| 7D | -18.6% | +8.8% | -27.3% | -22.9% |
| 30D | -28.3% | +8.9% | -37.2% | -32.7% |
| 3M | -20.4% | +2.0% | -22.4% | -22.3% |
| 6M | -14.3% | -0.6% | -13.6% | -16.3% |
| YTD | +2.8% | +1.3% | +1.4% | -1.5% |
| 1Y | -1.2% | +1.3% | -2.5% | -5.4% |
| 3Y | +135.3% | +16.3% | +119.0% | +92.2% |
| 5Y | +62.6% | -25.1% | +87.6% | +87.9% |
| All | +1,315.8% | +118.9% | +1,196.8% | +842.0% |
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 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