+61.0%
T vs SUI
+16.8%
+44.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +4.3% | +8.8% | -4.5% | +2.0% |
| 30D | -9.7% | +8.9% | -18.6% | -11.7% |
| 3M | -4.3% | +2.0% | -6.3% | -4.9% |
| 6M | -13.7% | -0.6% | -13.0% | -13.7% |
| YTD | -8.0% | +1.3% | -9.3% | -8.6% |
| 1Y | -6.9% | +1.3% | -8.2% | -7.6% |
| All | +61.0% | +16.8% | +44.2% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling