+6,727.8%
TER vs SUI
+4,037.5%
+2,690.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.3% | +5.8% | +5.6% |
| 7D | +0.6% | -2.8% | +3.5% | +2.0% |
| 30D | -8.3% | -1.2% | -7.1% | -7.9% |
| 3M | -12.2% | -1.7% | -10.5% | -12.9% |
| 6M | +17.1% | -10.5% | +27.5% | +21.6% |
| YTD | +84.7% | -1.8% | +86.5% | +82.9% |
| 1Y | +199.9% | -4.1% | +204.0% | +198.8% |
| 3Y | +232.8% | +11.3% | +221.5% | +198.0% |
| 5Y | +198.6% | -32.1% | +230.7% | +239.8% |
| 10Y | +1,669.7% | +110.4% | +1,559.3% | +969.7% |
| All | +6,727.8% | +4,037.5% | +2,690.3% | +1,204.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling