+392.2%
SPYG vs SUI
+118.5%
+273.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | 0.0% | +3.0% | -3.0% | -1.0% |
| 30D | -8.4% | +5.6% | -13.9% | -10.3% |
| 3M | -6.2% | +0.9% | -7.2% | -6.9% |
| 6M | -1.8% | -2.6% | +0.8% | -1.8% |
| YTD | +8.4% | -0.1% | +8.5% | +7.2% |
| 1Y | +10.1% | -1.4% | +11.5% | +9.3% |
| 3Y | +94.9% | +19.8% | +75.2% | +74.9% |
| 5Y | +68.5% | -25.8% | +94.2% | +80.9% |
| 10Y | +392.2% | +118.1% | +274.1% | +288.5% |
| All | +392.2% | +118.5% | +273.7% | +288.5% |
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