-3.2%
SUI vs JAAA
+29.3%
-32.5%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | -2.1% | +0.5% | -2.6% | -2.6% |
| 3M | -6.1% | +1.2% | -7.3% | -7.3% |
| 6M | -12.8% | +2.7% | -15.5% | -15.2% |
| YTD | -4.6% | +3.2% | -7.8% | -7.8% |
| 1Y | -7.7% | +4.8% | -12.5% | -12.1% |
| 3Y | +10.9% | +19.0% | -8.0% | -3.2% |
| 5Y | -32.4% | +26.8% | -59.2% | -43.7% |
| All | -3.2% | +29.3% | -32.5% | -22.5% |
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