+379.3%
SPYG vs SUI
+118.5%
+260.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.4% |
| 7D | -3.6% | +6.2% | -9.9% | -5.6% |
| 30D | -11.2% | +8.6% | -19.7% | -13.8% |
| 3M | -8.1% | +1.0% | -9.1% | -8.7% |
| 6M | -3.3% | -2.6% | -0.7% | -3.3% |
| YTD | +5.5% | -0.1% | +5.7% | +4.4% |
| 1Y | +7.0% | +0.5% | +6.5% | +5.5% |
| 3Y | +89.5% | +15.3% | +74.2% | +72.7% |
| 5Y | +63.3% | -26.1% | +89.4% | +75.7% |
| All | +379.3% | +118.5% | +260.8% | +278.3% |
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