+3,259.3%
SHOP vs SUI
+110.1%
+3,149.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.1% | -2.8% | -2.3% | -3.7% |
| 30D | +0.6% | -1.2% | +1.8% | +1.1% |
| 3M | +25.0% | -1.7% | +26.8% | +25.7% |
| 6M | +11.9% | -10.5% | +22.4% | +17.7% |
| YTD | -9.9% | -1.8% | -8.0% | -9.9% |
| 1Y | 0.0% | -4.1% | +4.0% | +0.8% |
| 3Y | +117.5% | +11.3% | +106.2% | +94.2% |
| 5Y | -6.6% | -32.1% | +25.5% | +9.0% |
| All | +3,259.3% | +110.1% | +3,149.3% | +2,526.6% |
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