+388.5%
EBAY vs SUI
+120.9%
+267.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.3% | -1.8% |
| 7D | -2.6% | -3.8% | +1.2% | -1.4% |
| 30D | +3.2% | +3.9% | -0.7% | +1.9% |
| 3M | +17.8% | +0.2% | +17.6% | +17.5% |
| 6M | +9.5% | -4.2% | +13.6% | +10.5% |
| YTD | +39.2% | -2.5% | +41.7% | +39.3% |
| 1Y | +38.6% | -4.0% | +42.6% | +39.3% |
| 3Y | +216.8% | +16.5% | +200.3% | +196.1% |
| 5Y | +77.5% | -27.2% | +104.7% | +87.5% |
| All | +388.5% | +120.9% | +267.6% | +308.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling