+343.3%
SPGI vs SUI
+123.0%
+220.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.6% |
| 7D | +1.2% | -1.5% | +2.7% | +1.9% |
| 30D | +15.9% | +3.7% | +12.2% | +13.8% |
| 3M | +12.3% | -0.4% | +12.7% | +12.3% |
| 6M | +23.7% | -2.8% | +26.5% | +24.9% |
| YTD | -3.5% | -1.6% | -1.9% | -3.5% |
| 1Y | +0.4% | -2.1% | +2.5% | +0.6% |
| 3Y | +29.9% | +18.5% | +11.4% | +15.1% |
| 5Y | +15.2% | -26.5% | +41.7% | +28.7% |
| All | +343.3% | +123.0% | +220.3% | +250.5% |
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 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