+59.8%
SO vs SUI
-32.0%
+91.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -0.2% | -2.8% | +2.7% | +0.8% |
| 30D | -4.6% | -1.2% | -3.4% | -4.2% |
| 3M | -3.0% | -1.7% | -1.3% | -2.5% |
| 6M | -8.3% | -10.5% | +2.2% | -4.9% |
| YTD | +3.5% | -1.8% | +5.4% | +3.9% |
| 1Y | -0.9% | -4.1% | +3.2% | +0.1% |
| 3Y | +45.4% | +11.3% | +34.1% | +37.4% |
| All | +59.8% | -32.0% | +91.8% | +73.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling