+306.4%
CSCO vs SUI
+115.7%
+190.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.6% |
| 7D | -10.2% | +6.2% | -16.4% | -11.6% |
| 30D | -20.1% | +8.6% | -28.6% | -21.9% |
| 3M | -22.1% | +1.0% | -23.1% | -22.5% |
| 6M | +3.2% | -2.6% | +5.8% | +3.2% |
| YTD | +24.1% | -0.1% | +24.2% | +22.9% |
| 1Y | +34.6% | +0.5% | +34.1% | +32.9% |
| 3Y | +90.0% | +15.3% | +74.7% | +76.5% |
| 5Y | +88.6% | -26.1% | +114.7% | +99.3% |
| All | +306.4% | +115.7% | +190.7% | +211.5% |
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