+89.2%
ALLE vs SUI
+15.1%
+74.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.5% | -0.4% |
| 7D | -0.6% | +6.2% | -6.8% | -2.6% |
| 30D | +25.3% | +8.6% | +16.8% | +21.8% |
| 3M | +10.3% | +1.0% | +9.3% | +9.7% |
| 6M | +38.0% | -2.6% | +40.6% | +38.6% |
| YTD | +17.8% | -0.1% | +17.9% | +17.1% |
| 1Y | +13.6% | +0.5% | +13.1% | +12.7% |
| 3Y | +89.2% | +15.3% | +74.0% | +74.4% |
| All | +89.2% | +15.1% | +74.1% | +74.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling