+18.4%
U vs SUI
+1.6%
+16.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.3% | +6.3% |
| 7D | +7.5% | +10.0% | -2.5% | +10.7% |
| 30D | -7.0% | +8.4% | -15.5% | -4.6% |
| 3M | +20.6% | +0.7% | +19.9% | +20.2% |
| 6M | +53.2% | -0.9% | +54.1% | +51.5% |
| YTD | -3.9% | +0.6% | -4.5% | -3.1% |
| 1Y | +18.4% | +0.8% | +17.6% | +17.6% |
| All | +18.4% | +1.6% | +16.7% | +17.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling