+117.8%
SUI vs DAR
+268.8%
-151.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | +6.2% | -9.9% | +16.2% | +8.2% |
| 30D | +8.6% | -16.4% | +25.0% | +12.0% |
| 3M | +1.0% | -17.1% | +18.0% | +4.0% |
| 6M | -2.6% | -20.5% | +17.9% | +0.8% |
| YTD | -0.1% | +39.4% | -39.5% | -7.8% |
| 1Y | +0.5% | +57.2% | -56.8% | -9.6% |
| 3Y | +15.3% | +13.9% | +1.4% | +7.2% |
| 5Y | -26.1% | -40.8% | +14.7% | -22.6% |
| All | +117.8% | +268.8% | -151.0% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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