+1,587.5%
AMAT vs SUI
+110.1%
+1,477.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.3% | +4.7% | +4.4% |
| 7D | -1.5% | -2.8% | +1.3% | -0.5% |
| 30D | -14.8% | -1.2% | -13.6% | -14.6% |
| 3M | -9.3% | -1.7% | -7.5% | -9.9% |
| 6M | +27.4% | -10.5% | +37.9% | +31.1% |
| YTD | +77.6% | -1.8% | +79.4% | +75.7% |
| 1Y | +188.9% | -4.1% | +193.0% | +187.6% |
| 3Y | +202.3% | +11.3% | +191.0% | +170.2% |
| 5Y | +248.9% | -32.1% | +281.0% | +293.3% |
| All | +1,587.5% | +110.1% | +1,477.4% | +1,153.7% |
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