-32.9%
SUI vs SHAK
-22.1%
-10.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.9% | +1.4% | -1.1% |
| 7D | -3.1% | -0.3% | -2.8% | -3.1% |
| 30D | -2.3% | -5.2% | +2.9% | -1.7% |
| 3M | -2.8% | +27.3% | -30.1% | -6.1% |
| 6M | -12.4% | -27.9% | +15.5% | -9.9% |
| YTD | -3.3% | -17.0% | +13.7% | -2.8% |
| 1Y | -5.8% | -30.9% | +25.1% | -3.0% |
| 3Y | +12.5% | +3.4% | +9.1% | +2.9% |
| 5Y | -32.9% | -20.5% | -12.4% | -39.9% |
| All | -32.9% | -22.1% | -10.8% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling