+569.7%
CIEN vs SUI
+12.1%
+557.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.1% |
| 7D | -15.2% | -2.8% | -12.3% | -15.0% |
| 30D | -21.5% | -1.2% | -20.3% | -21.4% |
| 3M | -40.1% | -1.7% | -38.3% | -40.2% |
| 6M | -6.6% | -10.5% | +3.9% | -5.2% |
| YTD | +37.3% | -1.8% | +39.1% | +36.6% |
| 1Y | +174.5% | -4.1% | +178.6% | +174.2% |
| All | +569.7% | +12.1% | +557.7% | +520.6% |
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 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