+443.6%
STX vs SUI
-26.3%
+469.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -1.0% |
| 7D | -28.5% | +6.2% | -34.7% | -29.1% |
| 30D | -42.9% | +8.6% | -51.5% | -43.8% |
| 3M | -45.9% | +1.0% | -46.9% | -46.1% |
| 6M | -41.3% | -2.6% | -38.7% | -41.4% |
| YTD | +67.9% | -0.1% | +68.1% | +65.8% |
| 1Y | +66.5% | +0.5% | +66.1% | +64.0% |
| 3Y | +588.0% | +15.3% | +572.7% | +529.7% |
| All | +443.6% | -26.3% | +469.9% | +495.1% |
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