+365.1%
SE vs SUI
+79.2%
+285.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.7% | -6.4% | -6.0% |
| 7D | -1.2% | +8.8% | -10.0% | -5.1% |
| 30D | -21.7% | +8.9% | -30.6% | -25.1% |
| 3M | -34.2% | +2.0% | -36.2% | -35.0% |
| 6M | -10.5% | -0.6% | -9.8% | -11.0% |
| YTD | -40.7% | +1.3% | -42.1% | -41.9% |
| 1Y | -52.1% | +1.3% | -53.3% | -53.1% |
| 3Y | +68.9% | +16.3% | +52.6% | +45.7% |
| 5Y | -78.9% | -25.1% | -53.8% | -76.3% |
| All | +365.1% | +79.2% | +285.9% | +210.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling