+346.5%
RF vs SUI
+110.1%
+236.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | +1.3% | -2.8% | +4.1% | +2.7% |
| 30D | -3.6% | -1.2% | -2.4% | -3.2% |
| 3M | +8.1% | -1.7% | +9.8% | +8.6% |
| 6M | +11.5% | -10.5% | +21.9% | +17.0% |
| YTD | +15.6% | -1.8% | +17.4% | +15.7% |
| 1Y | +15.7% | -4.1% | +19.8% | +16.9% |
| 3Y | +86.9% | +11.3% | +75.6% | +72.0% |
| 5Y | +89.8% | -32.1% | +121.9% | +118.7% |
| All | +346.5% | +110.1% | +236.4% | +360.8% |
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