+78.5%
U vs SUI
-0.2%
+78.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +0.7% | +14.2% | +15.1% |
| 7D | +24.3% | +8.8% | +15.5% | +26.8% |
| 30D | +8.6% | +8.9% | -0.4% | +11.1% |
| 3M | +37.6% | +2.0% | +35.6% | +37.4% |
| 6M | +78.5% | -0.6% | +79.1% | +71.7% |
| All | +78.5% | -0.2% | +78.7% | +71.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling