+1,254.4%
AAPL vs SUI
+102.6%
+1,151.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.5% | +3.9% |
| 7D | -0.5% | -4.1% | +3.6% | +1.1% |
| 30D | +7.1% | -3.2% | +10.3% | +8.3% |
| 3M | +12.1% | -8.4% | +20.5% | +15.7% |
| 6M | +25.4% | -14.4% | +39.8% | +32.7% |
| YTD | +20.5% | -5.5% | +26.0% | +22.4% |
| 1Y | +44.5% | -7.3% | +51.9% | +47.7% |
| 3Y | +85.8% | +9.9% | +75.9% | +72.7% |
| 5Y | +124.8% | -31.6% | +156.3% | +151.9% |
| All | +1,254.4% | +102.6% | +1,151.7% | +1,037.9% |
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