+344.0%
SAN vs SUI
+12.1%
+332.0%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | +1.8% | -2.8% | +4.6% | +2.3% |
| 30D | +2.0% | -1.2% | +3.2% | +2.2% |
| 3M | +19.7% | -1.7% | +21.5% | +19.8% |
| 6M | +30.6% | -10.5% | +41.1% | +33.3% |
| YTD | +28.8% | -1.8% | +30.7% | +28.8% |
| 1Y | +57.8% | -4.1% | +61.9% | +58.5% |
| All | +344.0% | +12.1% | +332.0% | +324.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling