+301.7%
SPOT vs SUI
+67.8%
+233.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -2.6% | -3.8% | +1.2% | -1.4% |
| 30D | +13.5% | +3.9% | +9.5% | +12.3% |
| 3M | +22.2% | +0.2% | +22.0% | +22.3% |
| 6M | +38.3% | -4.2% | +42.5% | +40.1% |
| YTD | +3.1% | -2.5% | +5.6% | +3.8% |
| 1Y | -7.6% | -4.0% | -3.6% | -6.6% |
| 3Y | +250.0% | +16.5% | +233.5% | +224.9% |
| 5Y | +113.3% | -27.2% | +140.5% | +127.5% |
| All | +301.7% | +67.8% | +233.9% | +252.4% |
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