+352.2%
SAN vs SUI
+110.1%
+242.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +1.8% | -2.8% | +4.6% | +2.7% |
| 30D | +2.0% | -1.2% | +3.2% | +2.3% |
| 3M | +19.7% | -1.7% | +21.5% | +19.9% |
| 6M | +30.6% | -10.5% | +41.1% | +34.8% |
| YTD | +28.8% | -1.8% | +30.7% | +28.8% |
| 1Y | +57.8% | -4.1% | +61.9% | +58.6% |
| 3Y | +338.1% | +11.3% | +326.9% | +310.6% |
| 5Y | +384.2% | -32.1% | +416.3% | +431.1% |
| All | +352.2% | +110.1% | +242.1% | +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