+3,563.6%
ABT vs SUI
+4,037.5%
-473.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.7% | -2.8% | -0.8% | -3.0% |
| 30D | +2.5% | -1.2% | +3.7% | +2.7% |
| 3M | +20.2% | -1.7% | +21.9% | +20.6% |
| 6M | -2.9% | -10.5% | +7.5% | -0.5% |
| YTD | -11.9% | -1.8% | -10.1% | -11.7% |
| 1Y | -16.5% | -4.1% | -12.5% | -15.9% |
| 3Y | +12.1% | +11.3% | +0.9% | +8.2% |
| 5Y | -7.4% | -32.1% | +24.7% | -1.1% |
| 10Y | +210.7% | +110.4% | +100.2% | +160.4% |
| All | +3,563.6% | +4,037.5% | -473.9% | +1,934.4% |
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