+61.9%
SNY vs SUI
+101.8%
-39.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.2% |
| 7D | -3.3% | -4.2% | +0.8% | -2.5% |
| 30D | -2.2% | -3.3% | +1.1% | -1.6% |
| 3M | -3.0% | -8.2% | +5.1% | -1.5% |
| 6M | +2.7% | -14.5% | +17.2% | +5.7% |
| YTD | -6.8% | -5.9% | -0.9% | -5.8% |
| 1Y | -5.3% | -9.7% | +4.5% | -3.6% |
| 3Y | -9.8% | +7.7% | -17.5% | -12.1% |
| 5Y | +9.7% | -31.9% | +41.5% | +15.8% |
| All | +61.9% | +101.8% | -39.9% | +55.8% |
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 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