+92.7%
USB vs SUI
+118.9%
-26.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.4% |
| 7D | -1.5% | +8.8% | -10.2% | -4.9% |
| 30D | +4.3% | +8.9% | -4.6% | +0.5% |
| 3M | -6.1% | +2.0% | -8.1% | -7.1% |
| 6M | +9.4% | -0.6% | +10.0% | +9.1% |
| YTD | +15.2% | +1.3% | +13.8% | +13.7% |
| 1Y | +32.8% | +1.3% | +31.5% | +31.0% |
| 3Y | +91.3% | +16.3% | +75.0% | +75.1% |
| 5Y | +22.7% | -25.1% | +47.7% | +32.6% |
| All | +92.7% | +118.9% | -26.2% | +77.6% |
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