-99.5%
SPXU vs SUI
+104.7%
-204.3%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.4% | +2.8% | +0.1% |
| 7D | +1.3% | -4.3% | +5.6% | -2.9% |
| 30D | +5.1% | -2.1% | +7.3% | +3.0% |
| 3M | -9.1% | -6.1% | -3.0% | -15.1% |
| 6M | -29.6% | -12.8% | -16.8% | -38.7% |
| YTD | -27.7% | -4.6% | -23.1% | -31.0% |
| 1Y | -37.0% | -7.7% | -29.3% | -41.8% |
| 3Y | -80.2% | +10.9% | -91.1% | -75.9% |
| 5Y | -86.0% | -32.4% | -53.6% | -88.3% |
| 10Y | -99.5% | +105.7% | -205.2% | -98.8% |
| All | -99.5% | +104.7% | -204.3% | -98.8% |
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