+51.7%
AMZN vs SUI
-27.8%
+79.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.8% | -3.8% | +6.6% | +4.0% |
| 30D | +3.4% | +3.9% | -0.5% | +1.9% |
| 3M | +0.1% | +0.2% | -0.2% | -0.3% |
| 6M | +0.6% | -4.2% | +4.8% | +1.3% |
| YTD | +15.9% | -2.5% | +18.4% | +15.8% |
| 1Y | +9.5% | -4.0% | +13.5% | +10.1% |
| 3Y | +86.3% | +16.5% | +69.8% | +65.4% |
| 5Y | +51.7% | -27.2% | +78.9% | +75.2% |
| All | +51.7% | -27.8% | +79.5% | +75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling