+143.3%
DELL vs SUI
+1.6%
+141.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.2% | -14.0% | -5.2% |
| 7D | -24.6% | +10.0% | -34.6% | -19.2% |
| 30D | -32.5% | +8.4% | -40.9% | -28.4% |
| 3M | -20.2% | +0.7% | -20.9% | -17.6% |
| 6M | +76.5% | -0.9% | +77.4% | +82.3% |
| YTD | +198.9% | +0.6% | +198.3% | +207.9% |
| 1Y | +143.3% | +0.8% | +142.6% | +148.0% |
| All | +143.3% | +1.6% | +141.7% | +148.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling