+130.2%
UUUU vs SUI
-32.1%
+162.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.6% |
| 7D | +2.8% | -3.1% | +5.9% | +3.9% |
| 30D | +3.4% | -2.3% | +5.7% | +4.3% |
| 3M | -3.9% | -2.8% | -1.1% | -3.8% |
| 6M | -23.2% | -12.4% | -10.8% | -19.9% |
| YTD | +0.6% | -3.3% | +3.9% | +0.4% |
| 1Y | +22.9% | -5.8% | +28.7% | +23.6% |
| 3Y | +98.6% | +12.5% | +86.2% | +68.5% |
| 5Y | +130.2% | -32.9% | +163.1% | +146.2% |
| All | +130.2% | -32.1% | +162.4% | +146.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling