+9.5%
S vs SUI
-2.0%
+11.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -7.7% | -2.8% | -4.9% | -7.7% |
| 30D | -5.3% | -1.2% | -4.2% | -5.5% |
| 3M | +20.3% | -1.7% | +22.0% | +19.6% |
| 6M | +47.4% | -10.5% | +57.8% | +49.1% |
| YTD | +32.5% | -1.8% | +34.4% | +30.9% |
| 1Y | +9.5% | -4.1% | +13.6% | +8.7% |
| All | +9.5% | -2.0% | +11.6% | +8.7% |
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 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