+3,663.5%
SHOP vs SUI
+120.9%
+3,542.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.2% |
| 7D | -2.5% | -2.4% | 0.0% | -1.3% |
| 30D | -16.7% | +3.3% | -20.1% | -18.3% |
| 3M | -2.2% | +0.7% | -2.9% | -2.8% |
| 6M | +45.6% | -4.1% | +49.7% | +47.6% |
| YTD | -7.3% | -1.8% | -5.5% | -7.5% |
| 1Y | -6.1% | -4.1% | -2.0% | -5.2% |
| 3Y | +143.3% | +17.4% | +125.9% | +109.8% |
| 5Y | +0.2% | -27.0% | +27.2% | +13.0% |
| 10Y | +3,663.5% | +121.2% | +3,542.3% | +3,170.0% |
| All | +3,663.5% | +120.9% | +3,542.6% | +3,170.0% |
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