+2,901.0%
DELL vs SUI
+113.6%
+2,787.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.5% | +5.1% | +4.0% |
| 7D | -22.6% | +6.2% | -28.8% | -23.9% |
| 30D | -43.2% | +8.6% | -51.8% | -44.7% |
| 3M | -24.8% | +1.0% | -25.8% | -25.6% |
| 6M | +38.0% | -2.6% | +40.6% | +37.0% |
| YTD | +163.7% | -0.1% | +163.9% | +159.8% |
| 1Y | +122.5% | +0.5% | +122.1% | +118.8% |
| 3Y | +377.0% | +15.3% | +361.7% | +334.8% |
| 5Y | +542.6% | -26.1% | +568.7% | +582.4% |
| 10Y | +2,554.1% | +117.8% | +2,436.3% | +1,981.4% |
| All | +2,901.0% | +113.6% | +2,787.5% | +2,240.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling