+80.7%
QQQ vs SUI
+15.1%
+65.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.9% | +1.5% |
| 7D | -5.0% | +6.2% | -11.2% | -5.2% |
| 30D | -13.4% | +8.6% | -22.0% | -13.8% |
| 3M | -8.1% | +1.0% | -9.1% | -8.1% |
| 6M | -5.5% | -2.6% | -2.9% | -5.3% |
| YTD | +7.2% | -0.1% | +7.3% | +7.0% |
| 1Y | +7.8% | +0.5% | +7.3% | +7.5% |
| 3Y | +80.7% | +15.3% | +65.5% | +73.0% |
| All | +80.7% | +15.1% | +65.6% | +73.0% |
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 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