+41.6%
STT vs SUI
-1.1%
+42.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.1% |
| 7D | -2.5% | +6.2% | -8.7% | -2.1% |
| 30D | -5.0% | +8.6% | -13.5% | -4.6% |
| 3M | -10.0% | +1.0% | -11.0% | -9.8% |
| 6M | +10.6% | -2.6% | +13.2% | +10.8% |
| YTD | +31.4% | -0.1% | +31.5% | +31.7% |
| All | +41.6% | -1.1% | +42.7% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling