-80.8%
SPXU vs SUI
+13.6%
-94.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.1% |
| 7D | -0.1% | -2.8% | +2.7% | -1.3% |
| 30D | +0.8% | -1.2% | +2.0% | +0.4% |
| 3M | -4.7% | -1.7% | -3.0% | -5.6% |
| 6M | -29.6% | -10.5% | -19.1% | -33.3% |
| YTD | -29.9% | -1.8% | -28.0% | -30.2% |
| 1Y | -39.1% | -4.1% | -35.0% | -40.1% |
| All | -80.8% | +13.6% | -94.4% | -78.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling