-96.3%
UUUU vs SUI
+1,057.3%
-1,153.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.9% | -6.9% | -7.5% |
| 7D | -6.9% | +3.4% | -10.3% | -8.1% |
| 30D | -32.3% | +4.6% | -36.9% | -33.8% |
| 3M | -52.8% | +1.6% | -54.4% | -53.4% |
| 6M | -68.5% | -3.5% | -65.0% | -68.5% |
| YTD | -53.6% | -1.0% | -52.6% | -54.3% |
| 1Y | -59.1% | -1.7% | -57.4% | -59.7% |
| 3Y | -14.7% | +18.4% | -33.0% | -24.5% |
| 5Y | -35.4% | -26.3% | -9.1% | -30.7% |
| 10Y | +378.0% | +123.3% | +254.7% | +240.8% |
| All | -96.3% | +1,057.3% | -1,153.5% | -98.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling