+9,594.6%
SU vs SUI
+4,037.5%
+5,557.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +3.6% | -2.8% | +6.4% | +4.6% |
| 30D | +7.9% | -1.2% | +9.0% | +8.2% |
| 3M | +3.5% | -1.7% | +5.2% | +3.8% |
| 6M | +19.0% | -10.5% | +29.4% | +22.9% |
| YTD | +55.0% | -1.8% | +56.8% | +54.8% |
| 1Y | +71.2% | -4.1% | +75.3% | +72.0% |
| 3Y | +117.4% | +11.3% | +106.2% | +102.1% |
| 5Y | +335.2% | -32.1% | +367.3% | +373.2% |
| 10Y | +248.7% | +110.4% | +138.3% | +139.1% |
| All | +9,594.6% | +4,037.5% | +5,557.1% | +2,513.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling