+142.6%
SN vs SUI
-0.1%
+142.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.1% | +3.2% |
| 7D | +7.2% | +6.2% | +1.0% | +5.0% |
| 30D | +20.4% | +8.6% | +11.8% | +16.9% |
| 3M | +23.9% | +1.0% | +22.9% | +22.8% |
| 6M | +93.0% | -2.6% | +95.6% | +92.8% |
| YTD | +99.2% | -0.1% | +99.4% | +99.1% |
| 1Y | +142.6% | +0.5% | +142.1% | +142.8% |
| All | +142.6% | -0.1% | +142.7% | +142.8% |
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