+4,012.0%
SUI vs SPY
+2,842.5%
+1,169.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | -1.2% | +0.1% | -1.2% | -1.2% |
| 3M | -1.7% | +2.0% | -3.7% | -3.6% |
| 6M | -10.5% | +13.0% | -23.5% | -18.5% |
| YTD | -1.8% | +13.5% | -15.4% | -11.0% |
| 1Y | -4.1% | +20.0% | -24.0% | -16.6% |
| 3Y | +11.3% | +77.2% | -65.9% | -28.1% |
| 5Y | -32.1% | +81.9% | -114.0% | -57.1% |
| 10Y | +110.4% | +314.1% | -203.6% | -27.2% |
| All | +4,012.0% | +2,842.5% | +1,169.5% | +594.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling