-6.2%
SIRI vs SUI
+120.9%
-127.1%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -2.6% | -2.4% | -0.2% | -1.7% |
| 30D | +22.2% | +3.3% | +18.9% | +20.6% |
| 3M | +14.1% | +0.7% | +13.4% | +13.6% |
| 6M | +22.5% | -4.1% | +26.6% | +24.3% |
| YTD | +67.9% | -1.8% | +69.7% | +68.0% |
| 1Y | +54.6% | -4.1% | +58.6% | +56.1% |
| 3Y | -21.3% | +17.4% | -38.7% | -28.4% |
| 5Y | -40.4% | -27.0% | -13.4% | -35.1% |
| 10Y | -6.2% | +121.2% | -127.4% | -18.7% |
| All | -6.2% | +120.9% | -127.1% | -18.7% |
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