+2,885.9%
ALB vs SUI
+3,448.7%
-562.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | -8.1% | -2.8% | -5.2% | -6.8% |
| 30D | +6.3% | -1.2% | +7.4% | +6.8% |
| 3M | -23.6% | -1.7% | -21.8% | -23.4% |
| 6M | -24.6% | -10.5% | -14.1% | -21.3% |
| YTD | -10.3% | -1.8% | -8.4% | -10.5% |
| 1Y | +61.5% | -4.1% | +65.5% | +61.8% |
| 3Y | -34.0% | +11.3% | -45.2% | -38.9% |
| 5Y | -44.6% | -32.1% | -12.5% | -36.2% |
| 10Y | +76.1% | +110.4% | -34.3% | +14.0% |
| All | +2,885.9% | +3,448.7% | -562.8% | +565.5% |
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