+24.3%
SNXX vs SUI
-3.3%
+27.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -0.7% | -6.9% | -10.3% |
| 7D | +31.1% | -3.8% | +34.9% | +14.1% |
| 30D | -66.1% | +3.9% | -70.0% | -56.0% |
| 3M | -63.4% | +0.2% | -63.6% | -58.6% |
| 6M | -80.6% | -4.2% | -76.5% | -76.1% |
| All | +24.3% | -3.3% | +27.7% | +57.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling