+52.5%
SOXX vs SUI
+1.6%
+50.9%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.2% | -8.3% | +0.6% |
| 7D | -13.7% | +10.0% | -23.7% | -7.3% |
| 30D | -23.6% | +8.4% | -32.0% | -18.5% |
| 3M | -16.9% | +0.7% | -17.5% | -15.1% |
| 6M | -2.4% | -0.9% | -1.5% | +0.4% |
| YTD | +49.8% | +0.6% | +49.2% | +54.8% |
| 1Y | +52.5% | +0.8% | +51.8% | +57.3% |
| All | +52.5% | +1.6% | +50.9% | +57.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling