+5,256.9%
SPG vs SUI
+4,063.4%
+1,193.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.6% | -0.7% |
| 7D | -2.4% | -2.8% | +0.4% | -0.4% |
| 30D | -6.8% | -1.2% | -5.7% | -6.2% |
| 3M | +2.7% | -1.7% | +4.4% | +3.6% |
| 6M | +5.5% | -10.5% | +15.9% | +13.4% |
| YTD | +15.7% | -1.8% | +17.5% | +16.2% |
| 1Y | +20.9% | -4.1% | +25.0% | +23.1% |
| 3Y | +112.4% | +11.3% | +101.1% | +88.1% |
| 5Y | +101.4% | -32.1% | +133.5% | +147.7% |
| 10Y | +60.6% | +110.4% | -49.8% | -12.3% |
| All | +5,256.9% | +4,063.4% | +1,193.5% | +543.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling