-34.9%
ALK vs SUI
+110.1%
-145.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.7% |
| 7D | -0.7% | -2.8% | +2.2% | +0.8% |
| 30D | -19.2% | -1.2% | -18.1% | -18.7% |
| 3M | -1.5% | -1.7% | +0.2% | -1.2% |
| 6M | -13.1% | -10.5% | -2.6% | -8.3% |
| YTD | -16.4% | -1.8% | -14.6% | -15.9% |
| 1Y | -33.1% | -4.1% | -29.0% | -31.9% |
| 3Y | +0.6% | +11.3% | -10.6% | -7.3% |
| 5Y | -26.4% | -32.1% | +5.7% | -13.2% |
| All | -34.9% | +110.1% | -145.0% | -46.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling