+82.7%
SPG vs SUI
-26.4%
+109.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.8% |
| 7D | +2.0% | -1.5% | +3.5% | +2.8% |
| 30D | +17.2% | +3.7% | +13.5% | +14.8% |
| 3M | +6.3% | -0.4% | +6.7% | +6.1% |
| 6M | +18.7% | -2.8% | +21.5% | +19.8% |
| YTD | +30.1% | -1.6% | +31.7% | +30.1% |
| 1Y | +32.8% | -2.1% | +34.8% | +33.1% |
| 3Y | +133.6% | +18.5% | +115.1% | +105.4% |
| All | +82.7% | -26.4% | +109.2% | +114.1% |
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