+137.7%
SUI vs RACE
+647.6%
-509.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | +0.1% |
| 7D | -2.8% | -2.5% | -0.3% | -2.2% |
| 30D | -1.2% | +0.8% | -1.9% | -1.4% |
| 3M | -1.7% | +17.2% | -18.9% | -6.0% |
| 6M | -10.5% | +13.6% | -24.1% | -13.9% |
| YTD | -1.8% | +12.2% | -14.0% | -5.7% |
| 1Y | -4.1% | -16.3% | +12.2% | -1.0% |
| 3Y | +11.3% | +36.4% | -25.2% | -2.6% |
| 5Y | -32.1% | +95.0% | -127.1% | -47.1% |
| 10Y | +110.4% | +813.2% | -702.8% | +26.1% |
| All | +137.7% | +647.6% | -509.9% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 all: compounded portfolio wealth divided by compounded RACE 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…
all analysis · Full analysis span regression · 6 months rolling