-25.6%
SUI vs DAR
-27.0%
+1.3%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | +0.8% |
| 7D | -1.5% | +11.6% | -13.0% | -3.0% |
| 30D | +3.7% | -10.2% | +14.0% | +5.2% |
| 3M | -0.4% | -14.8% | +14.4% | +1.5% |
| 6M | -2.8% | -10.1% | +7.3% | -1.9% |
| YTD | -1.6% | +55.5% | -57.1% | -9.3% |
| 1Y | -2.1% | +61.7% | -63.7% | -10.3% |
| 3Y | +18.5% | +37.2% | -18.7% | +8.5% |
| All | -25.6% | -27.0% | +1.3% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling