+216.8%
SU vs SUI
-26.2%
+243.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.3% |
| 7D | -13.4% | +6.2% | -19.7% | -14.3% |
| 30D | +0.9% | +8.6% | -7.7% | -0.5% |
| 3M | +12.8% | +1.0% | +11.8% | +12.4% |
| 6M | +8.3% | -2.6% | +10.9% | +8.5% |
| YTD | +58.2% | -0.1% | +58.3% | +57.5% |
| 1Y | +67.1% | +0.5% | +66.7% | +66.2% |
| 3Y | +125.6% | +15.3% | +110.4% | +114.8% |
| All | +216.8% | -26.2% | +243.1% | +231.1% |
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