+60.4%
SU vs SUI
-2.0%
+62.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.4% |
| 7D | -10.2% | +3.4% | -13.6% | -9.9% |
| 30D | -6.2% | +4.6% | -10.8% | -5.6% |
| 3M | +8.7% | +1.6% | +7.1% | +9.1% |
| 6M | +7.2% | -3.5% | +10.7% | +7.7% |
| YTD | +55.9% | -1.0% | +56.9% | +53.5% |
| 1Y | +60.4% | -1.7% | +62.1% | +58.6% |
| All | +60.4% | -2.0% | +62.4% | +58.6% |
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