+307.8%
SPY vs SUI
+123.0%
+184.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +2.6% | -1.5% | +4.1% | +3.1% |
| 30D | -2.0% | +3.7% | -5.7% | -3.4% |
| 3M | -2.8% | -0.4% | -2.4% | -3.0% |
| 6M | +2.1% | -2.8% | +4.9% | +2.3% |
| YTD | +11.5% | -1.6% | +13.1% | +11.0% |
| 1Y | +13.5% | -2.1% | +15.5% | +13.1% |
| 3Y | +77.7% | +18.5% | +59.2% | +61.4% |
| 5Y | +72.6% | -26.5% | +99.1% | +85.6% |
| All | +307.8% | +123.0% | +184.9% | +229.3% |
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