+123.0%
SUI vs COO
+41.6%
+81.4%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | +3.4% | +4.5% | -1.1% | +1.9% |
| 30D | +4.6% | +16.9% | -12.3% | -0.9% |
| 3M | +1.6% | -16.7% | +18.3% | +7.6% |
| 6M | -3.5% | +5.9% | -9.4% | -6.5% |
| YTD | -1.0% | -22.4% | +21.4% | +6.8% |
| 1Y | -1.7% | -10.1% | +8.4% | +0.3% |
| 3Y | +18.4% | -22.8% | +41.1% | +23.5% |
| 5Y | -26.3% | -41.4% | +15.1% | -16.4% |
| All | +123.0% | +41.6% | +81.4% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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