+66.0%
UL vs SUI
+108.4%
-42.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | 0.0% |
| 7D | -1.3% | -2.8% | +1.5% | -0.5% |
| 30D | +0.5% | -1.2% | +1.7% | +0.8% |
| 3M | +17.6% | -1.7% | +19.3% | +18.2% |
| 6M | -5.4% | -10.5% | +5.1% | -2.5% |
| YTD | +0.7% | -1.8% | +2.5% | +1.1% |
| 1Y | -9.3% | -4.1% | -5.2% | -8.4% |
| 3Y | +24.5% | +11.3% | +13.3% | +18.6% |
| 5Y | +23.2% | -32.1% | +55.3% | +34.9% |
| All | +66.0% | +108.4% | -42.3% | +30.7% |
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 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