+3,781.0%
SHOP vs SUI
+123.0%
+3,658.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.3% |
| 7D | -1.2% | -1.5% | +0.3% | -0.5% |
| 30D | -14.7% | +3.7% | -18.5% | -16.6% |
| 3M | -7.2% | -0.4% | -6.8% | -7.3% |
| 6M | +54.2% | -2.8% | +57.0% | +55.2% |
| YTD | -8.6% | -1.6% | -7.0% | -8.9% |
| 1Y | +0.5% | -2.1% | +2.6% | +0.3% |
| 3Y | +135.9% | +18.5% | +117.5% | +102.4% |
| 5Y | -11.9% | -26.5% | +14.6% | -0.9% |
| All | +3,781.0% | +123.0% | +3,658.0% | +3,263.6% |
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