+260.2%
SAN vs SUI
+117.1%
+143.1%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.9% | +7.9% | +7.3% |
| 7D | +10.8% | +3.4% | +7.3% | +9.6% |
| 30D | -5.7% | +4.6% | -10.3% | -7.2% |
| 3M | -13.4% | +1.6% | -15.0% | -14.0% |
| 6M | +3.5% | -3.5% | +7.0% | +4.2% |
| YTD | +9.7% | -1.0% | +10.7% | +9.3% |
| 1Y | +20.9% | -1.7% | +22.6% | +20.6% |
| 3Y | +254.3% | +18.4% | +235.9% | +224.4% |
| 5Y | +304.2% | -26.3% | +330.6% | +332.3% |
| 10Y | +260.2% | +123.3% | +136.9% | +262.9% |
| All | +260.2% | +117.1% | +143.1% | +262.9% |
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