+262.4%
SNY vs SUI
+1,071.0%
-808.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.3% | -2.8% | +1.5% | -0.5% |
| 30D | +3.4% | -1.2% | +4.6% | +3.7% |
| 3M | -0.3% | -1.7% | +1.4% | +0.1% |
| 6M | +1.0% | -10.5% | +11.5% | +4.2% |
| YTD | -3.6% | -1.8% | -1.8% | -3.3% |
| 1Y | +3.0% | -4.1% | +7.1% | +4.0% |
| 3Y | -4.3% | +11.3% | -15.6% | -9.4% |
| 5Y | +5.2% | -32.1% | +37.3% | +13.3% |
| 10Y | +70.2% | +110.4% | -40.2% | +21.8% |
| All | +262.4% | +1,071.0% | -808.6% | +27.8% |
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 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