+1,012.0%
ALK vs SUI
+4,142.3%
-3,130.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.2% | +3.6% | +6.0% |
| 7D | +12.4% | +10.0% | +2.4% | +7.1% |
| 30D | +2.1% | +8.4% | -6.3% | -2.2% |
| 3M | -23.9% | +0.7% | -24.5% | -24.2% |
| 6M | +8.2% | -0.9% | +9.2% | +8.1% |
| YTD | -20.5% | +0.6% | -21.1% | -21.1% |
| 1Y | -1.0% | +0.8% | -1.8% | -1.9% |
| 3Y | +19.2% | +15.5% | +3.7% | +7.7% |
| 5Y | -28.2% | -25.9% | -2.4% | -19.8% |
| 10Y | -39.2% | +119.5% | -158.7% | -63.0% |
| All | +1,012.0% | +4,142.3% | -3,130.3% | +102.8% |
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