+4,062.5%
DELL vs SUI
+104.3%
+3,958.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +2.3% |
| 7D | +25.6% | -3.1% | +28.7% | +26.6% |
| 30D | +17.7% | -2.3% | +20.0% | +18.3% |
| 3M | +33.4% | -2.8% | +36.3% | +33.5% |
| 6M | +266.2% | -12.4% | +278.6% | +277.2% |
| YTD | +328.0% | -3.3% | +331.3% | +327.9% |
| 1Y | +339.6% | -5.8% | +345.4% | +342.2% |
| 3Y | +694.6% | +12.5% | +682.1% | +630.8% |
| 5Y | +1,122.0% | -32.9% | +1,154.8% | +1,246.3% |
| 10Y | +4,062.5% | +104.4% | +3,958.1% | +3,205.2% |
| All | +4,062.5% | +104.3% | +3,958.1% | +3,205.2% |
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