+516.6%
CIEN vs SUI
+17.8%
+498.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +0.9% |
| 7D | -9.3% | +3.4% | -12.8% | -8.9% |
| 30D | -39.5% | +4.6% | -44.1% | -39.2% |
| 3M | -29.8% | +1.6% | -31.4% | -29.4% |
| 6M | -50.4% | -3.5% | -46.9% | -50.0% |
| YTD | +16.3% | -1.0% | +17.3% | +16.5% |
| 1Y | +30.4% | -1.7% | +32.1% | +30.6% |
| 3Y | +516.6% | +18.4% | +498.2% | +441.8% |
| All | +516.6% | +17.8% | +498.8% | +441.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling