+476.2%
STX vs SUI
-26.4%
+502.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.2% |
| 7D | +14.6% | -1.5% | +16.1% | +14.8% |
| 30D | -26.0% | +3.7% | -29.7% | -26.6% |
| 3M | -42.6% | -0.4% | -42.2% | -42.7% |
| 6M | -35.3% | -2.8% | -32.5% | -35.5% |
| YTD | +92.5% | -1.6% | +94.1% | +90.3% |
| 1Y | +102.4% | -2.1% | +104.4% | +100.3% |
| 3Y | +673.8% | +18.5% | +655.3% | +597.8% |
| All | +476.2% | -26.4% | +502.6% | +531.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling