-26.3%
U vs SUI
+2.0%
-28.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.5% |
| 7D | +24.4% | +3.4% | +20.9% | +21.7% |
| 30D | +7.4% | +4.6% | +2.8% | +3.6% |
| 3M | +16.8% | +1.6% | +15.2% | +14.6% |
| 6M | +78.8% | -3.5% | +82.2% | +79.6% |
| YTD | +14.0% | -1.0% | +15.0% | +10.8% |
| 1Y | +16.7% | -1.7% | +18.4% | +13.9% |
| 3Y | +86.4% | +18.4% | +68.0% | +46.1% |
| 5Y | -71.5% | -26.3% | -45.1% | -66.8% |
| All | -26.3% | +2.0% | -28.3% | -26.4% |
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