+447.8%
SN vs SUI
+3.3%
+444.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.9% | +1.9% | +2.5% |
| 7D | +1.5% | -1.5% | +3.0% | +2.1% |
| 30D | +21.5% | +3.7% | +17.8% | +19.7% |
| 3M | +20.0% | -0.4% | +20.4% | +19.9% |
| 6M | +119.9% | -2.8% | +122.7% | +121.0% |
| YTD | +102.3% | -1.6% | +103.9% | +102.4% |
| 1Y | +148.0% | -2.1% | +150.0% | +148.4% |
| 3Y | +450.0% | +18.5% | +431.5% | +386.6% |
| All | +447.8% | +3.3% | +444.5% | +457.0% |
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