+552.2%
DELL vs SUI
-26.3%
+578.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.1% | +3.8% |
| 7D | -22.6% | +6.2% | -28.8% | -23.1% |
| 30D | -43.2% | +8.6% | -51.8% | -44.0% |
| 3M | -24.8% | +1.0% | -25.8% | -25.1% |
| 6M | +38.0% | -2.6% | +40.6% | +37.8% |
| YTD | +163.7% | -0.1% | +163.9% | +161.9% |
| 1Y | +122.5% | +0.5% | +122.1% | +120.7% |
| 3Y | +377.0% | +15.3% | +361.7% | +340.8% |
| All | +552.2% | -26.3% | +578.5% | +633.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling