+559.1%
AMZN vs SUI
+108.4%
+450.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.2% | -0.1% |
| 7D | -3.0% | -2.8% | -0.1% | -2.2% |
| 30D | -5.2% | -1.2% | -4.0% | -4.9% |
| 3M | +1.9% | -1.7% | +3.6% | +2.0% |
| 6M | +19.2% | -10.5% | +29.7% | +22.7% |
| YTD | +12.0% | -1.8% | +13.8% | +12.1% |
| 1Y | +9.7% | -4.1% | +13.8% | +10.3% |
| 3Y | +87.2% | +11.3% | +75.9% | +75.5% |
| 5Y | +48.7% | -32.1% | +80.8% | +61.2% |
| All | +559.1% | +108.4% | +450.7% | +431.6% |
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