+377.5%
UUUU vs SUI
+123.0%
+254.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.8% |
| 7D | -1.1% | -1.5% | +0.4% | -0.4% |
| 30D | -21.0% | +3.7% | -24.7% | -22.8% |
| 3M | -54.8% | -0.4% | -54.4% | -55.0% |
| 6M | -67.3% | -2.8% | -64.6% | -67.5% |
| YTD | -54.7% | -1.6% | -53.1% | -55.4% |
| 1Y | -57.4% | -2.1% | -55.4% | -58.1% |
| 3Y | -19.6% | +18.5% | -38.1% | -32.9% |
| 5Y | -40.0% | -26.5% | -13.5% | -33.5% |
| All | +377.5% | +123.0% | +254.5% | +225.2% |
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