+105.7%
SUI vs SHAK
+77.6%
+28.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.5% | +5.1% | -0.5% |
| 7D | -4.3% | -7.2% | +2.9% | -3.4% |
| 30D | -2.1% | -11.8% | +9.7% | -0.5% |
| 3M | -6.1% | +17.2% | -23.3% | -8.5% |
| 6M | -12.8% | -34.1% | +21.4% | -9.1% |
| YTD | -4.6% | -22.4% | +17.7% | -3.2% |
| 1Y | -7.7% | -35.9% | +28.2% | -4.0% |
| 3Y | +10.9% | -3.4% | +14.3% | +4.4% |
| 5Y | -32.4% | -25.4% | -7.0% | -36.3% |
| 10Y | +105.7% | +83.4% | +22.2% | +65.4% |
| All | +105.7% | +77.6% | +28.0% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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