+86.2%
SU vs SUI
+1.6%
+84.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.2% | -9.7% | -4.0% |
| 7D | -7.1% | +10.0% | -17.1% | -6.6% |
| 30D | +4.8% | +8.4% | -3.6% | +5.6% |
| 3M | +12.5% | +0.7% | +11.8% | +13.0% |
| 6M | +6.5% | -0.9% | +7.4% | +7.2% |
| YTD | +65.8% | +0.6% | +65.1% | +63.9% |
| 1Y | +86.2% | +0.8% | +85.4% | +84.2% |
| All | +86.2% | +1.6% | +84.5% | +84.2% |
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