+1,570.9%
QQQ vs SUI
+1,788.7%
-217.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.3% |
| 7D | +0.4% | -2.8% | +3.2% | +1.4% |
| 30D | +0.2% | -1.2% | +1.4% | +0.6% |
| 3M | -2.8% | -1.7% | -1.1% | -2.8% |
| 6M | +18.0% | -10.5% | +28.5% | +21.9% |
| YTD | +17.3% | -1.8% | +19.1% | +17.0% |
| 1Y | +25.6% | -4.1% | +29.7% | +26.0% |
| 3Y | +93.7% | +11.3% | +82.5% | +79.5% |
| 5Y | +94.2% | -32.1% | +126.3% | +113.6% |
| 10Y | +557.9% | +110.4% | +447.4% | +359.7% |
| All | +1,570.9% | +1,788.7% | -217.8% | +391.7% |
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