+121.2%
SUI vs BG
+111.0%
+10.2%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.7% | +0.6% |
| 7D | -1.5% | +2.6% | -4.1% | -2.0% |
| 30D | +3.7% | -6.7% | +10.4% | +5.2% |
| 3M | -0.4% | -9.3% | +8.9% | +1.4% |
| 6M | -2.8% | -18.3% | +15.6% | +0.9% |
| YTD | -1.6% | +16.2% | -17.8% | -6.4% |
| 1Y | -2.1% | +7.6% | -9.6% | -5.2% |
| 3Y | +18.5% | +6.6% | +11.9% | +13.0% |
| 5Y | -26.5% | +22.2% | -48.7% | -33.9% |
| All | +121.2% | +111.0% | +10.2% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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