-96.3%
UUUU vs SUI
+1,067.5%
-1,163.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.5% | +1.6% |
| 7D | -13.6% | +6.2% | -19.8% | -15.7% |
| 30D | -35.1% | +8.6% | -43.7% | -37.4% |
| 3M | -48.4% | +1.0% | -49.4% | -48.9% |
| 6M | -71.7% | -2.6% | -69.1% | -71.8% |
| YTD | -54.2% | -0.1% | -54.1% | -55.0% |
| 1Y | -56.0% | +0.5% | -56.4% | -56.9% |
| 3Y | -13.1% | +15.3% | -28.3% | -22.3% |
| 5Y | -35.2% | -26.1% | -9.1% | -30.5% |
| 10Y | +404.5% | +117.8% | +286.7% | +262.1% |
| All | -96.3% | +1,067.5% | -1,163.8% | -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