+217.0%
W vs SUI
+117.1%
+99.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.8% | -3.1% |
| 7D | +1.1% | +3.4% | -2.3% | -1.2% |
| 30D | +6.4% | +4.6% | +1.8% | +2.5% |
| 3M | +9.0% | +1.6% | +7.4% | +7.3% |
| 6M | +69.8% | -3.5% | +73.3% | +72.0% |
| YTD | +12.1% | -1.0% | +13.1% | +10.7% |
| 1Y | 0.0% | -1.7% | +1.7% | -0.6% |
| 3Y | +160.3% | +18.4% | +142.0% | +120.2% |
| 5Y | -53.3% | -26.3% | -27.0% | -43.1% |
| 10Y | +217.0% | +123.3% | +93.6% | +191.7% |
| All | +217.0% | +117.1% | +99.8% | +191.7% |
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