+686.9%
SEI vs SUI
+80.8%
+606.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.4% | +5.5% | +5.2% |
| 7D | +22.6% | -4.2% | +26.7% | +23.8% |
| 30D | +9.1% | -3.3% | +12.4% | +9.8% |
| 3M | -11.3% | -8.2% | -3.1% | -10.2% |
| 6M | +22.0% | -14.5% | +36.5% | +26.1% |
| YTD | +47.3% | -5.9% | +53.2% | +47.8% |
| 1Y | +124.8% | -9.7% | +134.5% | +127.8% |
| 3Y | +591.3% | +7.7% | +583.6% | +541.6% |
| 5Y | +1,008.2% | -31.9% | +1,040.1% | +1,094.5% |
| All | +686.9% | +80.8% | +606.2% | +587.6% |
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