+170.8%
ULTA vs SUI
+120.9%
+49.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -0.9% |
| 7D | +0.2% | -3.8% | +4.0% | +1.9% |
| 30D | +12.4% | +3.9% | +8.5% | +10.4% |
| 3M | +22.4% | +0.2% | +22.2% | +21.9% |
| 6M | +28.9% | -4.2% | +33.0% | +30.7% |
| YTD | +7.6% | -2.5% | +10.1% | +8.1% |
| 1Y | +21.6% | -4.0% | +25.6% | +22.9% |
| 3Y | +67.0% | +16.5% | +50.5% | +49.4% |
| 5Y | +64.2% | -27.2% | +91.4% | +83.7% |
| All | +170.8% | +120.9% | +49.9% | +135.5% |
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