+229.3%
SAP vs SUI
+120.9%
+108.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.4% |
| 7D | -2.5% | -2.4% | 0.0% | -1.7% |
| 30D | +7.5% | +3.3% | +4.1% | +6.2% |
| 3M | +11.6% | +0.7% | +11.0% | +11.2% |
| 6M | +37.6% | -4.1% | +41.8% | +39.2% |
| YTD | -2.0% | -1.8% | -0.1% | -1.9% |
| 1Y | -6.4% | -4.1% | -2.3% | -5.7% |
| 3Y | +67.7% | +17.4% | +50.3% | +54.5% |
| 5Y | +75.7% | -27.0% | +102.7% | +88.6% |
| 10Y | +229.3% | +121.2% | +108.1% | +154.3% |
| All | +229.3% | +120.9% | +108.4% | +154.3% |
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