+236.6%
SAP vs SUI
+123.0%
+113.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.1% |
| 7D | +0.6% | -1.5% | +2.1% | +1.1% |
| 30D | +6.5% | +3.7% | +2.8% | +5.2% |
| 3M | +12.2% | -0.4% | +12.6% | +12.2% |
| 6M | +46.1% | -2.8% | +48.8% | +47.0% |
| YTD | -1.6% | -1.6% | 0.0% | -1.6% |
| 1Y | -5.1% | -2.1% | -3.1% | -5.0% |
| 3Y | +68.4% | +18.5% | +49.9% | +54.6% |
| 5Y | +79.4% | -26.5% | +105.9% | +92.2% |
| All | +236.6% | +123.0% | +113.6% | +159.9% |
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