+467.0%
TEAM vs SUI
+118.5%
+348.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -17.2% | +3.0% | -20.2% | -18.2% |
| 30D | -25.1% | +5.6% | -30.6% | -27.0% |
| 3M | +3.9% | +0.9% | +3.0% | +3.1% |
| 6M | +69.1% | -2.6% | +71.7% | +70.0% |
| YTD | -4.5% | -0.1% | -4.4% | -5.8% |
| 1Y | -1.9% | -1.4% | -0.4% | -2.8% |
| 3Y | -9.3% | +19.8% | -29.1% | -19.9% |
| 5Y | -65.2% | -25.8% | -39.4% | -62.2% |
| 10Y | +467.0% | +118.1% | +348.9% | +383.6% |
| All | +467.0% | +118.5% | +348.4% | +383.6% |
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