+238.8%
SU vs SUI
+123.0%
+115.8%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.7% |
| 7D | +1.7% | -1.5% | +3.2% | +2.1% |
| 30D | -7.9% | +3.7% | -11.6% | -8.9% |
| 3M | +7.5% | -0.4% | +7.9% | +7.3% |
| 6M | +7.2% | -2.8% | +10.0% | +7.4% |
| YTD | +60.9% | -1.6% | +62.5% | +60.3% |
| 1Y | +63.6% | -2.1% | +65.7% | +63.1% |
| 3Y | +128.9% | +18.5% | +110.4% | +111.7% |
| 5Y | +228.3% | -26.5% | +254.8% | +246.8% |
| All | +238.8% | +123.0% | +115.8% | +222.5% |
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