-21.4%
SIRI vs SUI
+17.8%
-39.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | +5.5% | +3.4% | +2.1% | +4.5% |
| 30D | +22.6% | +4.6% | +18.0% | +20.9% |
| 3M | +12.9% | +1.6% | +11.3% | +12.2% |
| 6M | +22.3% | -3.5% | +25.7% | +23.2% |
| YTD | +67.8% | -1.0% | +68.8% | +67.2% |
| 1Y | +54.6% | -1.7% | +56.3% | +54.4% |
| 3Y | -21.4% | +18.4% | -39.7% | -33.2% |
| All | -21.4% | +17.8% | -39.2% | -33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling