+37.9%
SOLS vs SUI
-1.8%
+39.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -1.3% |
| 7D | +20.8% | -3.8% | +24.7% | +18.9% |
| 30D | +9.2% | +3.9% | +5.2% | +10.9% |
| 3M | +7.1% | +0.2% | +6.8% | +7.7% |
| 6M | -23.7% | -4.2% | -19.5% | -23.4% |
| YTD | +37.3% | -2.5% | +39.9% | +39.1% |
| 1Y | +42.2% | -4.0% | +46.2% | +43.5% |
| All | +37.9% | -1.8% | +39.7% | +40.5% |
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