-99.5%
SPXU vs SUI
+122.7%
-222.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +0.3% |
| 7D | +0.5% | +3.4% | -2.9% | +4.0% |
| 30D | +10.9% | +4.6% | +6.3% | +15.5% |
| 3M | +9.6% | +1.6% | +8.0% | +11.1% |
| 6M | -4.7% | -3.5% | -1.2% | -8.9% |
| YTD | -24.6% | -1.0% | -23.6% | -25.6% |
| 1Y | -24.7% | -1.7% | -23.0% | -26.1% |
| 3Y | -80.0% | +18.4% | -98.4% | -74.2% |
| 5Y | -83.5% | -26.3% | -57.1% | -85.0% |
| All | -99.5% | +122.7% | -222.2% | -98.5% |
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