+2,557.3%
SOXX vs SUI
+1,321.3%
+1,235.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.2% |
| 7D | +5.6% | -3.1% | +8.7% | +6.9% |
| 30D | -2.7% | -2.3% | -0.4% | -1.9% |
| 3M | -7.5% | -2.8% | -4.7% | -7.5% |
| 6M | +63.5% | -12.4% | +75.9% | +70.4% |
| YTD | +75.7% | -3.3% | +79.0% | +75.2% |
| 1Y | +113.3% | -5.8% | +119.1% | +114.3% |
| 3Y | +227.4% | +12.5% | +214.9% | +195.3% |
| 5Y | +256.2% | -32.9% | +289.0% | +297.3% |
| 10Y | +1,512.5% | +104.4% | +1,408.1% | +970.8% |
| All | +2,557.3% | +1,321.3% | +1,235.9% | +465.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling