-0.3%
SUI vs JAAA
+30.2%
-30.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +3.3% | +0.4% | +2.9% | +2.9% |
| 3M | +0.7% | +1.2% | -0.5% | -0.6% |
| 6M | -4.1% | +2.3% | -6.5% | -6.5% |
| YTD | -1.8% | +4.0% | -5.8% | -5.8% |
| 1Y | -4.1% | +4.8% | -8.8% | -8.7% |
| 3Y | +17.4% | +18.5% | -1.1% | +2.2% |
| 5Y | -27.0% | +27.5% | -54.5% | -39.6% |
| All | -0.3% | +30.2% | -30.5% | -20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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