+410.8%
SPYG vs SUI
+104.3%
+306.5%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | 0.0% |
| 7D | +1.2% | -3.1% | +4.3% | +2.2% |
| 30D | -1.6% | -2.3% | +0.8% | -0.9% |
| 3M | +3.4% | -2.8% | +6.2% | +3.8% |
| 6M | +18.9% | -12.4% | +31.3% | +23.6% |
| YTD | +13.8% | -3.3% | +17.1% | +14.1% |
| 1Y | +20.6% | -5.8% | +26.4% | +21.8% |
| 3Y | +100.5% | +12.5% | +88.0% | +84.3% |
| 5Y | +84.6% | -32.9% | +117.5% | +106.0% |
| 10Y | +410.8% | +104.4% | +306.4% | +310.6% |
| All | +410.8% | +104.3% | +306.5% | +310.6% |
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