+4,145.4%
SUI vs SPY
+2,707.4%
+1,438.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +3.8% |
| 7D | +8.8% | -4.7% | +13.5% | +12.4% |
| 30D | +8.9% | -5.9% | +14.8% | +13.4% |
| 3M | +2.0% | -4.5% | +6.6% | +5.1% |
| 6M | -0.6% | +1.8% | -2.4% | -2.7% |
| YTD | +1.3% | +8.3% | -7.0% | -5.3% |
| 1Y | +1.3% | +9.3% | -8.1% | -6.1% |
| 3Y | +16.3% | +74.9% | -58.6% | -24.4% |
| 5Y | -25.1% | +67.3% | -92.3% | -49.9% |
| 10Y | +121.1% | +311.6% | -190.5% | -23.4% |
| All | +4,145.4% | +2,707.4% | +1,438.0% | +639.2% |
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