-57.8%
UUUU vs SUI
+1.6%
-59.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.2% | -6.0% | +1.6% |
| 7D | -14.4% | +10.0% | -24.5% | -10.3% |
| 30D | -33.6% | +8.4% | -42.0% | -31.1% |
| 3M | -44.2% | +0.7% | -44.8% | -43.9% |
| 6M | -66.8% | -0.9% | -65.9% | -66.6% |
| YTD | -50.6% | +0.6% | -51.3% | -49.0% |
| 1Y | -57.8% | +0.8% | -58.6% | -56.6% |
| All | -57.8% | +1.6% | -59.4% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling