+388.0%
DELL vs SUI
+18.2%
+369.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.9% | -8.1% | -7.0% |
| 7D | +4.9% | -1.5% | +6.3% | +4.6% |
| 30D | -32.1% | +3.7% | -35.8% | -31.4% |
| 3M | -30.2% | -0.4% | -29.8% | -29.7% |
| 6M | +41.7% | -2.8% | +44.5% | +42.5% |
| YTD | +176.6% | -1.6% | +178.2% | +178.5% |
| 1Y | +159.9% | -2.1% | +162.0% | +161.8% |
| 3Y | +388.0% | +18.5% | +369.5% | +400.0% |
| All | +388.0% | +18.2% | +369.8% | +400.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling