+2,233.8%
ALB vs SUI
+3,563.8%
-1,330.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +2.9% | +3.3% |
| 7D | +5.5% | +8.8% | -3.3% | +1.5% |
| 30D | -7.5% | +8.9% | -16.4% | -11.4% |
| 3M | -16.9% | +2.0% | -19.0% | -18.1% |
| 6M | -49.2% | -0.6% | -48.6% | -49.5% |
| YTD | -29.9% | +1.3% | -31.2% | -31.3% |
| 1Y | +8.2% | +1.3% | +6.9% | +5.9% |
| 3Y | -19.4% | +16.3% | -35.7% | -26.9% |
| 5Y | -61.6% | -25.1% | -36.6% | -57.9% |
| 10Y | +34.6% | +121.1% | -86.5% | -15.0% |
| All | +2,233.8% | +3,563.8% | -1,330.0% | +410.8% |
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