+146,199.3%
AAPL vs SUI
+4,037.5%
+142,161.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.4% |
| 7D | +0.1% | -2.8% | +2.9% | +1.0% |
| 30D | +3.0% | -1.2% | +4.1% | +3.3% |
| 3M | +2.9% | -1.7% | +4.6% | +3.3% |
| 6M | +22.1% | -10.5% | +32.6% | +26.4% |
| YTD | +18.0% | -1.8% | +19.9% | +18.3% |
| 1Y | +33.9% | -4.1% | +38.0% | +35.0% |
| 3Y | +71.2% | +11.3% | +59.9% | +60.9% |
| 5Y | +112.6% | -32.1% | +144.7% | +133.9% |
| 10Y | +1,198.8% | +110.4% | +1,088.3% | +866.4% |
| All | +146,199.3% | +4,037.5% | +142,161.8% | +53,576.1% |
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