+175.2%
SO vs SUI
+115.7%
+59.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.4% |
| 7D | -1.5% | +6.2% | -7.7% | -4.1% |
| 30D | +8.1% | +8.6% | -0.5% | +4.1% |
| 3M | +0.2% | +1.0% | -0.8% | -0.5% |
| 6M | +0.4% | -2.6% | +3.0% | +1.1% |
| YTD | +8.5% | -0.1% | +8.6% | +7.8% |
| 1Y | +4.9% | +0.5% | +4.5% | +3.9% |
| 3Y | +47.9% | +15.3% | +32.7% | +34.7% |
| 5Y | +75.7% | -26.1% | +101.8% | +93.1% |
| All | +175.2% | +115.7% | +59.4% | +79.3% |
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