+477.1%
SEI vs SUI
+13.6%
+463.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.8% | +3.4% |
| 7D | +10.2% | -2.8% | +13.1% | +10.0% |
| 30D | -1.0% | -1.2% | +0.1% | -1.1% |
| 3M | -27.9% | -1.7% | -26.2% | -28.1% |
| 6M | +10.4% | -10.5% | +20.9% | +11.0% |
| YTD | +20.1% | -1.8% | +22.0% | +20.0% |
| 1Y | +109.7% | -4.1% | +113.8% | +109.8% |
| All | +477.1% | +13.6% | +463.5% | +450.2% |
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