+489.2%
SPCX vs SUI
+2.6%
+486.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -1.3% |
| 7D | +3.6% | -1.5% | +5.1% | +4.8% |
| 30D | -8.6% | +3.7% | -12.3% | -12.9% |
| 3M | -1.5% | -0.4% | -1.2% | -3.1% |
| 6M | +442.8% | -3.1% | +445.9% | +453.4% |
| YTD | +442.8% | -3.1% | +445.9% | +453.4% |
| 1Y | +442.8% | -3.1% | +445.9% | +453.4% |
| All | +489.2% | +2.6% | +486.6% | +501.5% |
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