+339.6%
DELL vs SUI
-5.1%
+344.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.5% | +3.4% | +1.3% |
| 7D | +25.6% | -3.1% | +28.7% | +24.1% |
| 30D | +17.7% | -2.3% | +20.0% | +16.8% |
| 3M | +33.4% | -2.8% | +36.3% | +31.8% |
| 6M | +266.2% | -12.4% | +278.6% | +269.6% |
| YTD | +328.0% | -3.3% | +331.3% | +327.8% |
| 1Y | +339.6% | -5.8% | +345.4% | +333.1% |
| All | +339.6% | -5.1% | +344.6% | +333.1% |
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