-22.7%
U vs SUI
+1.3%
-24.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.6% |
| 7D | +2.6% | -1.5% | +4.0% | +3.6% |
| 30D | +27.6% | +3.7% | +23.8% | +23.9% |
| 3M | +15.3% | -0.4% | +15.7% | +14.7% |
| 6M | +96.4% | -2.8% | +99.2% | +96.2% |
| YTD | +19.6% | -1.6% | +21.2% | +16.8% |
| 1Y | +42.1% | -2.1% | +44.2% | +39.0% |
| 3Y | +87.5% | +18.5% | +69.1% | +46.6% |
| 5Y | -73.1% | -26.5% | -46.6% | -68.7% |
| All | -22.7% | +1.3% | -24.1% | -22.5% |
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