+145.4%
SUI vs RACE
+670.3%
-524.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +1.3% |
| 7D | +8.8% | +5.7% | +3.1% | +7.3% |
| 30D | +8.9% | +9.3% | -0.4% | +6.5% |
| 3M | +2.0% | +3.8% | -1.8% | +0.9% |
| 6M | -0.6% | +29.8% | -30.4% | -7.6% |
| YTD | +1.3% | +15.6% | -14.3% | -3.4% |
| 1Y | +1.3% | +5.1% | -3.8% | -1.1% |
| 3Y | +16.3% | +30.8% | -14.5% | +3.2% |
| 5Y | -25.1% | +67.4% | -92.5% | -39.3% |
| 10Y | +121.1% | +793.6% | -672.6% | +32.4% |
| All | +145.4% | +670.3% | -524.9% | +43.8% |
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