+71.6%
SM vs SUI
+1.6%
+69.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +5.2% | -20.5% | -14.2% |
| 7D | -21.5% | +10.0% | -31.5% | -20.4% |
| 30D | -11.4% | +8.4% | -19.8% | -9.8% |
| 3M | +0.6% | +0.7% | 0.0% | +2.0% |
| 6M | +0.2% | -0.9% | +1.2% | +2.2% |
| YTD | +69.7% | +0.6% | +69.0% | +66.3% |
| 1Y | +71.6% | +0.8% | +70.8% | +68.5% |
| All | +71.6% | +1.6% | +69.9% | +68.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling