+68.0%
REPL vs SUI
+15.1%
+52.8%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +7.8% |
| 7D | +22.8% | +6.2% | +16.6% | +23.6% |
| 30D | +63.8% | +8.6% | +55.2% | +65.1% |
| 3M | +68.1% | +1.0% | +67.1% | +68.6% |
| 6M | +528.5% | -2.6% | +531.1% | +530.5% |
| YTD | +122.4% | -0.1% | +122.6% | +120.6% |
| 1Y | +154.4% | +0.5% | +153.9% | +151.9% |
| 3Y | +68.0% | +15.3% | +52.7% | +27.7% |
| All | +68.0% | +15.1% | +52.8% | +27.7% |
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 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