+108.7%
USB vs SUI
+110.1%
-1.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | -0.1% |
| 7D | +1.4% | -2.8% | +4.3% | +2.6% |
| 30D | -1.3% | -1.2% | -0.1% | -0.9% |
| 3M | +15.2% | -1.7% | +17.0% | +15.7% |
| 6M | +18.8% | -10.5% | +29.3% | +24.0% |
| YTD | +21.0% | -1.8% | +22.8% | +21.3% |
| 1Y | +34.0% | -4.1% | +38.1% | +35.3% |
| 3Y | +95.3% | +11.3% | +84.1% | +82.5% |
| 5Y | +40.4% | -32.1% | +72.5% | +58.0% |
| All | +108.7% | +110.1% | -1.3% | +94.8% |
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