+9,830.7%
SU vs SUI
+4,038.8%
+5,792.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.1% |
| 7D | -4.3% | -2.4% | -1.8% | -3.5% |
| 30D | -6.2% | +3.3% | -9.5% | -7.6% |
| 3M | +9.7% | +0.7% | +9.0% | +8.9% |
| 6M | +7.3% | -4.1% | +11.4% | +8.0% |
| YTD | +58.7% | -1.8% | +60.5% | +57.9% |
| 1Y | +59.7% | -4.1% | +63.8% | +60.1% |
| 3Y | +129.2% | +17.4% | +111.8% | +108.9% |
| 5Y | +223.7% | -27.0% | +250.7% | +241.9% |
| 10Y | +235.9% | +121.2% | +114.7% | +125.7% |
| All | +9,830.7% | +4,038.8% | +5,792.0% | +2,565.3% |
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