+127.0%
ULTA vs SUI
+104.7%
+22.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | 0.0% | -0.7% |
| 7D | -1.8% | -4.3% | +2.5% | +0.1% |
| 30D | -1.2% | -2.1% | +0.9% | -0.4% |
| 3M | +13.4% | -6.1% | +19.5% | +16.2% |
| 6M | -15.6% | -12.8% | -2.9% | -10.6% |
| YTD | -10.4% | -4.6% | -5.8% | -9.0% |
| 1Y | +5.5% | -7.7% | +13.1% | +8.5% |
| 3Y | +31.0% | +10.9% | +20.0% | +19.6% |
| 5Y | +41.8% | -32.4% | +74.2% | +64.9% |
| 10Y | +127.0% | +105.7% | +21.3% | +85.8% |
| All | +127.0% | +104.7% | +22.2% | +85.8% |
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