+254.8%
SPOT vs SUI
+66.4%
+188.3%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -2.1% |
| 7D | -2.9% | -3.1% | +0.3% | -2.0% |
| 30D | +8.3% | -2.3% | +10.6% | +9.1% |
| 3M | +5.1% | -2.8% | +7.9% | +5.9% |
| 6M | -6.5% | -12.4% | +5.9% | -2.9% |
| YTD | -9.0% | -3.3% | -5.7% | -8.1% |
| 1Y | -26.4% | -5.8% | -20.6% | -25.4% |
| 3Y | +240.0% | +12.5% | +227.5% | +218.4% |
| 5Y | +111.7% | -32.9% | +144.6% | +129.8% |
| All | +254.8% | +66.4% | +188.3% | +211.8% |
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