+63.7%
SE vs SUI
+18.2%
+45.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +1.1% |
| 7D | -0.5% | -1.5% | +1.0% | -0.4% |
| 30D | -20.9% | +3.7% | -24.7% | -21.1% |
| 3M | -38.9% | -0.4% | -38.5% | -38.9% |
| 6M | -19.4% | -2.8% | -16.6% | -19.4% |
| YTD | -40.9% | -1.6% | -39.3% | -40.9% |
| 1Y | -46.2% | -2.1% | -44.1% | -46.1% |
| 3Y | +63.7% | +18.5% | +45.2% | +144.2% |
| All | +63.7% | +18.2% | +45.5% | +144.2% |
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