-48.0%
SMR vs SUI
-22.3%
-25.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +1.9% | -2.4% | +4.4% | +2.2% |
| 30D | -21.9% | +3.3% | -25.3% | -22.4% |
| 3M | -47.1% | +0.7% | -47.8% | -47.3% |
| 6M | -60.6% | -4.1% | -56.5% | -60.6% |
| YTD | -63.1% | -1.8% | -61.3% | -63.3% |
| 1Y | -80.4% | -4.1% | -76.4% | -80.4% |
| 3Y | +150.2% | +17.4% | +132.8% | +130.9% |
| All | -48.0% | -22.3% | -25.7% | -52.4% |
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