+220.1%
AZN vs SUI
+104.7%
+115.4%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.4% | -0.6% | -1.6% |
| 7D | -2.9% | -4.3% | +1.4% | -1.8% |
| 30D | -3.1% | -2.1% | -0.9% | -2.5% |
| 3M | -14.4% | -6.1% | -8.3% | -13.1% |
| 6M | -19.5% | -12.8% | -6.7% | -16.7% |
| YTD | -13.8% | -4.6% | -9.1% | -12.8% |
| 1Y | -2.4% | -7.7% | +5.3% | -0.5% |
| 3Y | +21.3% | +10.9% | +10.3% | +16.2% |
| 5Y | +53.6% | -32.4% | +86.0% | +65.8% |
| 10Y | +220.1% | +105.7% | +114.5% | +173.8% |
| All | +220.1% | +104.7% | +115.4% | +173.8% |
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