+39.2%
S vs SUI
+1.6%
+37.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.2% | -3.5% | +1.9% |
| 7D | -8.2% | +10.0% | -18.2% | -7.9% |
| 30D | -7.6% | +8.4% | -16.0% | -7.5% |
| 3M | +12.0% | +0.7% | +11.3% | +11.4% |
| 6M | +50.6% | -0.9% | +51.5% | +49.2% |
| YTD | +56.6% | +0.6% | +56.0% | +55.5% |
| 1Y | +39.2% | +0.8% | +38.5% | +35.8% |
| All | +39.2% | +1.6% | +37.6% | +35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling