+116.1%
SPG vs SUI
+117.1%
-1.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.2% |
| 7D | +5.6% | +3.4% | +2.2% | +3.2% |
| 30D | +17.6% | +4.6% | +13.0% | +13.8% |
| 3M | +7.5% | +1.6% | +5.9% | +5.8% |
| 6M | +18.5% | -3.5% | +22.0% | +20.4% |
| YTD | +30.9% | -1.0% | +31.9% | +30.3% |
| 1Y | +34.1% | -1.7% | +35.8% | +34.0% |
| 3Y | +135.5% | +18.4% | +117.2% | +99.6% |
| 5Y | +86.5% | -26.3% | +112.9% | +119.8% |
| 10Y | +116.1% | +123.3% | -7.3% | +23.8% |
| All | +116.1% | +117.1% | -1.0% | +23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling