+491.9%
SPCX vs SUI
+2.4%
+489.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.8% |
| 7D | +2.8% | -2.4% | +5.3% | +1.5% |
| 30D | -14.5% | +3.3% | -17.8% | -12.5% |
| 3M | +4.8% | +0.7% | +4.2% | +6.0% |
| 6M | +535.8% | -5.7% | +541.5% | +523.8% |
| YTD | +541.5% | -1.8% | +543.3% | +530.1% |
| 1Y | +443.5% | -4.1% | +447.6% | +433.4% |
| All | +491.9% | +2.4% | +489.5% | +481.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling