+1,507.2%
SOXX vs SUI
+102.6%
+1,404.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.8% | -2.4% |
| 7D | +3.0% | -4.1% | +7.1% | +4.5% |
| 30D | -3.1% | -3.2% | 0.0% | -2.2% |
| 3M | -4.4% | -8.4% | +4.0% | -2.3% |
| 6M | +52.9% | -14.4% | +67.2% | +59.9% |
| YTD | +72.0% | -5.5% | +77.5% | +72.9% |
| 1Y | +105.1% | -7.3% | +112.5% | +107.0% |
| 3Y | +220.6% | +9.9% | +210.7% | +191.6% |
| 5Y | +244.8% | -31.6% | +276.4% | +282.2% |
| All | +1,507.2% | +102.6% | +1,404.5% | +1,204.2% |
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