+372.3%
SE vs SUI
+75.0%
+297.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | 0.0% | +3.4% | -3.4% | -1.6% |
| 30D | -19.4% | +4.6% | -24.0% | -21.4% |
| 3M | -33.1% | +1.6% | -34.7% | -33.8% |
| 6M | -11.4% | -3.5% | -8.0% | -10.8% |
| YTD | -39.8% | -1.0% | -38.8% | -40.3% |
| 1Y | -50.5% | -1.7% | -48.7% | -50.8% |
| 3Y | +68.9% | +18.4% | +50.5% | +43.7% |
| 5Y | -77.1% | -26.3% | -50.7% | -74.2% |
| All | +372.3% | +75.0% | +297.3% | +219.3% |
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