+15.3%
SUI vs SPY
+75.1%
-59.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.6% |
| 7D | +6.2% | -2.7% | +8.9% | +7.0% |
| 30D | +8.6% | -5.4% | +14.0% | +10.3% |
| 3M | +1.0% | -4.1% | +5.1% | +2.1% |
| 6M | -2.6% | +0.7% | -3.3% | -3.4% |
| YTD | -0.1% | +8.7% | -8.8% | -4.1% |
| 1Y | +0.5% | +10.9% | -10.4% | -4.3% |
| 3Y | +15.3% | +75.0% | -59.7% | -30.3% |
| All | +15.3% | +75.1% | -59.8% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 3y: compounded portfolio wealth divided by compounded SPY 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…
3y analysis · Full analysis span regression · 6 months rolling