+112.0%
SYY vs SUI
+104.7%
+7.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.5% | +2.8% |
| 7D | -0.2% | -4.3% | +4.1% | +1.8% |
| 30D | -2.7% | -2.1% | -0.6% | -1.9% |
| 3M | +5.9% | -6.1% | +12.0% | +8.8% |
| 6M | -2.3% | -12.8% | +10.4% | +3.8% |
| YTD | +13.1% | -4.6% | +17.7% | +15.2% |
| 1Y | +3.8% | -7.7% | +11.4% | +7.2% |
| 3Y | +26.7% | +10.9% | +15.8% | +16.2% |
| 5Y | +19.4% | -32.4% | +51.8% | +39.8% |
| 10Y | +112.0% | +105.7% | +6.3% | +61.5% |
| All | +112.0% | +104.7% | +7.2% | +61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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