+368.8%
SNXX vs SUI
-6.7%
+375.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -8.5% |
| 7D | -12.0% | -4.2% | -7.9% | -25.0% |
| 30D | +37.9% | -3.3% | +41.2% | +20.5% |
| 3M | -52.7% | -8.2% | -44.5% | -55.6% |
| 6M | +194.8% | -14.5% | +209.3% | +145.3% |
| All | +368.8% | -6.7% | +375.4% | +358.1% |
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