+247.9%
SOXX vs SUI
-32.2%
+280.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.0% |
| 7D | +1.4% | -4.2% | +5.5% | +2.5% |
| 30D | -3.6% | -3.3% | -0.3% | -2.8% |
| 3M | -10.2% | -8.2% | -2.0% | -8.7% |
| 6M | +54.2% | -14.5% | +68.7% | +60.2% |
| YTD | +75.2% | -5.9% | +81.1% | +75.8% |
| 1Y | +107.5% | -9.7% | +117.2% | +110.8% |
| 3Y | +226.8% | +7.7% | +219.1% | +196.8% |
| All | +247.9% | -32.2% | +280.1% | +310.6% |
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