-10.0%
ABT vs SUI
-1.1%
-9.0%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.3% | +3.0% | -2.7% | -1.0% |
| 30D | +11.6% | +5.6% | +6.1% | +9.0% |
| 3M | +3.1% | +0.9% | +2.2% | +2.3% |
| 6M | +32.8% | -2.6% | +35.4% | +32.3% |
| YTD | -9.6% | -0.1% | -9.5% | -11.1% |
| All | -10.0% | -1.1% | -9.0% | -11.0% |
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