+3,309.9%
V vs SUI
+1,540.1%
+1,769.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.7% | -3.9% | -3.5% |
| 7D | +2.9% | +8.8% | -5.8% | -0.2% |
| 30D | +14.0% | +8.9% | +5.1% | +10.3% |
| 3M | +14.9% | +2.0% | +12.8% | +13.8% |
| 6M | +31.7% | -0.6% | +32.4% | +31.7% |
| YTD | +21.2% | +1.3% | +19.9% | +19.9% |
| 1Y | +25.3% | +1.3% | +24.0% | +23.9% |
| 3Y | +77.5% | +16.3% | +61.2% | +63.1% |
| 5Y | +102.6% | -25.1% | +127.6% | +117.0% |
| 10Y | +464.3% | +121.1% | +343.3% | +293.2% |
| All | +3,309.9% | +1,540.1% | +1,769.7% | +995.5% |
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