+308.8%
SPOT vs SUI
+69.0%
+239.7%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | -3.0% | -2.4% | -0.5% | -2.2% |
| 30D | +15.2% | +3.3% | +11.9% | +14.2% |
| 3M | +21.6% | +0.7% | +20.9% | +21.5% |
| 6M | +45.2% | -4.1% | +49.3% | +47.0% |
| YTD | +4.9% | -1.8% | +6.7% | +5.4% |
| 1Y | -4.8% | -4.1% | -0.7% | -3.7% |
| 3Y | +256.3% | +17.4% | +238.9% | +229.9% |
| 5Y | +120.2% | -27.0% | +147.2% | +134.5% |
| All | +308.8% | +69.0% | +239.7% | +257.8% |
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