+1,085.7%
DELL vs SUI
-32.0%
+1,117.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +14.9% | -2.8% | +17.7% | +15.4% |
| 30D | +13.3% | -1.2% | +14.5% | +13.4% |
| 3M | +24.4% | -1.7% | +26.1% | +24.1% |
| 6M | +258.0% | -10.5% | +268.5% | +264.5% |
| YTD | +320.2% | -1.8% | +322.0% | +318.9% |
| 1Y | +319.1% | -4.1% | +323.1% | +319.5% |
| 3Y | +706.5% | +11.3% | +695.3% | +654.3% |
| All | +1,085.7% | -32.0% | +1,117.7% | +1,223.2% |
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 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