+2,071.0%
STX vs SUI
+118.5%
+1,952.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | 0.0% | +9.8% | +9.8% |
| 7D | -14.8% | +3.0% | -17.8% | -15.5% |
| 30D | -35.4% | +5.6% | -40.9% | -36.6% |
| 3M | -37.7% | +0.9% | -38.6% | -38.2% |
| 6M | -35.2% | -2.6% | -32.6% | -35.7% |
| YTD | +84.4% | -0.1% | +84.5% | +80.6% |
| 1Y | +82.3% | -1.4% | +83.7% | +79.2% |
| 3Y | +646.2% | +19.8% | +626.4% | +569.0% |
| 5Y | +487.4% | -25.8% | +513.2% | +519.5% |
| 10Y | +2,071.0% | +118.1% | +1,952.9% | +1,651.4% |
| All | +2,071.0% | +118.5% | +1,952.5% | +1,651.4% |
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