+43.8%
STT vs SUI
-0.1%
+43.9%
-14.9%
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 | -10.5% | +1.0% | -11.5% | -10.2% |
| 6M | +10.0% | -2.6% | +12.6% | +10.2% |
| YTD | +30.7% | -0.1% | +30.8% | +31.0% |
| 1Y | +43.8% | +0.5% | +43.3% | +43.2% |
| All | +43.8% | -0.1% | +43.9% | +43.2% |
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