+3,635.3%
STX vs SUI
+110.1%
+3,525.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.3% | +6.7% | +6.4% |
| 7D | +2.4% | -2.8% | +5.2% | +3.2% |
| 30D | +1.4% | -1.2% | +2.6% | +1.7% |
| 3M | -8.2% | -1.7% | -6.5% | -8.6% |
| 6M | +127.0% | -10.5% | +137.5% | +132.5% |
| YTD | +209.1% | -1.8% | +211.0% | +206.2% |
| 1Y | +365.4% | -4.1% | +369.5% | +363.0% |
| 3Y | +1,135.4% | +11.3% | +1,124.1% | +1,040.5% |
| 5Y | +991.5% | -32.1% | +1,023.6% | +1,092.6% |
| All | +3,635.3% | +110.1% | +3,525.2% | +2,864.8% |
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