+1,162.1%
AMAT vs SUI
+115.7%
+1,046.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.5% | +5.7% | +4.7% |
| 7D | -14.7% | +6.2% | -20.9% | -16.6% |
| 30D | -36.1% | +8.6% | -44.7% | -38.3% |
| 3M | -36.9% | +1.0% | -37.9% | -37.6% |
| 6M | -22.2% | -2.6% | -19.6% | -23.1% |
| YTD | +29.9% | -0.1% | +30.1% | +26.9% |
| 1Y | +43.3% | +0.5% | +42.8% | +39.4% |
| 3Y | +142.7% | +15.3% | +127.4% | +112.6% |
| 5Y | +126.2% | -26.1% | +152.4% | +144.4% |
| All | +1,162.1% | +115.7% | +1,046.3% | +798.3% |
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