+208.9%
W vs SUI
+120.9%
+88.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.8% | -2.0% |
| 7D | -1.7% | -3.8% | +2.1% | +1.2% |
| 30D | +3.2% | +3.9% | -0.7% | -0.1% |
| 3M | +8.3% | +0.2% | +8.1% | +7.7% |
| 6M | +84.3% | -4.2% | +88.5% | +87.6% |
| YTD | +11.0% | -2.5% | +13.6% | +10.9% |
| 1Y | -0.2% | -4.0% | +3.8% | +1.0% |
| 3Y | +157.9% | +16.5% | +141.4% | +120.7% |
| 5Y | -56.8% | -27.2% | -29.6% | -46.8% |
| All | +208.9% | +120.9% | +88.0% | +187.8% |
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