-12.3%
SIRI vs SUI
+104.7%
-117.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.4% |
| 7D | -3.9% | -4.3% | +0.4% | -2.3% |
| 30D | -0.8% | -2.1% | +1.3% | -0.1% |
| 3M | +4.3% | -6.1% | +10.4% | +6.8% |
| 6M | +34.1% | -12.8% | +46.8% | +40.9% |
| YTD | +47.3% | -4.6% | +51.9% | +49.2% |
| 1Y | +22.9% | -7.7% | +30.6% | +26.0% |
| 3Y | -24.6% | +10.9% | -35.5% | -29.8% |
| 5Y | -43.2% | -32.4% | -10.8% | -36.3% |
| 10Y | -12.3% | +105.7% | -118.0% | -25.5% |
| All | -12.3% | +104.7% | -117.1% | -25.5% |
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