+265.3%
SAN vs SUI
+120.9%
+144.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.6% |
| 7D | +1.0% | -3.8% | +4.8% | +2.3% |
| 30D | -9.4% | +3.9% | -13.3% | -10.5% |
| 3M | -17.1% | +0.2% | -17.4% | -17.3% |
| 6M | +2.2% | -4.2% | +6.3% | +3.0% |
| YTD | +6.0% | -2.5% | +8.5% | +6.1% |
| 1Y | +12.7% | -4.0% | +16.7% | +13.4% |
| 3Y | +242.1% | +16.5% | +225.6% | +214.9% |
| 5Y | +293.6% | -27.2% | +320.8% | +322.7% |
| All | +265.3% | +120.9% | +144.4% | +270.2% |
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