+238.5%
TER vs SUI
+12.1%
+226.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.5% |
| 7D | +0.6% | -2.8% | +3.5% | +0.7% |
| 30D | -8.3% | -1.2% | -7.1% | -8.3% |
| 3M | -12.2% | -1.7% | -10.5% | -12.5% |
| 6M | +17.1% | -10.5% | +27.5% | +18.6% |
| YTD | +84.7% | -1.8% | +86.5% | +84.2% |
| 1Y | +199.9% | -4.1% | +204.0% | +200.4% |
| All | +238.5% | +12.1% | +226.4% | +220.2% |
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