+303.9%
SPY vs SUI
+115.7%
+188.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | -2.7% | +6.2% | -8.9% | -4.6% |
| 30D | -5.4% | +8.6% | -14.0% | -8.1% |
| 3M | -4.1% | +1.0% | -5.1% | -4.7% |
| 6M | +0.7% | -2.6% | +3.3% | +0.9% |
| YTD | +8.7% | -0.1% | +8.8% | +7.7% |
| 1Y | +10.9% | +0.5% | +10.4% | +9.6% |
| 3Y | +75.0% | +15.3% | +59.7% | +60.8% |
| 5Y | +67.8% | -26.1% | +93.9% | +80.2% |
| All | +303.9% | +115.7% | +188.2% | +228.8% |
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