+118.1%
SUI vs DAR
+288.2%
-170.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.6% | -0.8% |
| 7D | +3.0% | -2.8% | +5.8% | +3.5% |
| 30D | +5.6% | -12.8% | +18.4% | +8.0% |
| 3M | +0.9% | -11.6% | +12.5% | +2.7% |
| 6M | -2.6% | -16.8% | +14.2% | 0.0% |
| YTD | -0.1% | +45.9% | -46.0% | -8.6% |
| 1Y | -1.4% | +61.5% | -62.9% | -11.7% |
| 3Y | +19.8% | +23.0% | -3.2% | +9.6% |
| 5Y | -25.8% | -35.8% | +10.1% | -23.5% |
| 10Y | +118.1% | +280.4% | -162.3% | +36.8% |
| All | +118.1% | +288.2% | -170.1% | +36.8% |
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