+17.0%
SUI vs COO
-24.0%
+40.9%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.0% |
| 7D | +8.8% | +5.3% | +3.5% | +7.5% |
| 30D | +8.9% | +12.5% | -3.6% | +6.0% |
| 3M | +2.0% | -15.1% | +17.2% | +5.6% |
| 6M | -0.6% | +3.7% | -4.3% | -2.2% |
| YTD | +1.3% | -22.5% | +23.9% | +6.8% |
| 1Y | +1.3% | -7.8% | +9.1% | +2.1% |
| All | +17.0% | -24.0% | +40.9% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling