+27.4%
AAPL vs SUI
-0.1%
+27.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | -0.2% |
| 7D | -0.7% | +6.2% | -6.9% | -1.8% |
| 30D | +1.7% | +8.6% | -6.9% | -0.2% |
| 3M | +9.7% | +1.0% | +8.7% | +9.2% |
| 6M | +19.3% | -2.6% | +21.9% | +19.2% |
| YTD | +26.3% | -0.1% | +26.4% | +26.8% |
| 1Y | +27.4% | +0.5% | +26.9% | +27.8% |
| All | +27.4% | -0.1% | +27.5% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling