+422.1%
SPCX vs SUI
-1.1%
+423.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -1.5% | +10.1% | +6.4% |
| 7D | -0.3% | +6.2% | -6.5% | +9.6% |
| 30D | -19.9% | +8.6% | -28.5% | -7.2% |
| 3M | +16.8% | +1.0% | +15.8% | +18.5% |
| 6M | +510.9% | -4.1% | +514.9% | +436.6% |
| YTD | +516.3% | -0.1% | +516.5% | +436.5% |
| All | +422.1% | -1.1% | +423.2% | +354.4% |
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