+2,876.0%
DELL vs SUI
+120.9%
+2,755.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.5% |
| 7D | +17.1% | -3.8% | +20.9% | +18.2% |
| 30D | -35.1% | +3.9% | -39.0% | -36.2% |
| 3M | -23.3% | +0.2% | -23.5% | -24.0% |
| 6M | +55.8% | -4.2% | +60.0% | +55.2% |
| YTD | +198.0% | -2.5% | +200.5% | +195.1% |
| 1Y | +166.6% | -4.0% | +170.6% | +165.3% |
| 3Y | +427.6% | +16.5% | +411.1% | +376.6% |
| 5Y | +630.6% | -27.2% | +657.8% | +678.7% |
| All | +2,876.0% | +120.9% | +2,755.1% | +2,177.8% |
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 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