+463.1%
CIEN vs SUI
+15.1%
+448.0%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +6.9% | +5.3% |
| 7D | -24.1% | +6.2% | -30.3% | -23.6% |
| 30D | -45.5% | +8.6% | -54.1% | -45.3% |
| 3M | -39.7% | +1.0% | -40.7% | -39.3% |
| 6M | -57.8% | -2.6% | -55.2% | -57.4% |
| YTD | +4.1% | -0.1% | +4.2% | +4.3% |
| 1Y | +20.8% | +0.5% | +20.3% | +20.9% |
| 3Y | +463.1% | +15.3% | +447.9% | +418.7% |
| All | +463.1% | +15.1% | +448.0% | +418.7% |
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