+156,441.2%
AAPL vs SUI
+4,109.4%
+152,331.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +0.9% | 0.0% |
| 7D | -0.7% | +6.2% | -6.9% | -2.6% |
| 30D | +1.7% | +8.6% | -6.9% | -1.2% |
| 3M | +9.7% | +1.0% | +8.7% | +9.0% |
| 6M | +19.3% | -2.6% | +21.9% | +19.9% |
| YTD | +26.3% | -0.1% | +26.4% | +25.5% |
| 1Y | +27.4% | +0.5% | +26.9% | +26.3% |
| 3Y | +93.6% | +15.3% | +78.4% | +80.0% |
| 5Y | +131.7% | -26.1% | +157.8% | +147.4% |
| 10Y | +1,268.5% | +117.8% | +1,150.7% | +905.7% |
| All | +156,441.2% | +4,109.4% | +152,331.8% | +56,881.8% |
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 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