+45.4%
GILD vs SUI
+1.6%
+43.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.2% | -1.0% | +2.4% |
| 7D | +9.6% | +10.0% | -0.4% | +6.2% |
| 30D | +20.6% | +8.4% | +12.2% | +17.3% |
| 3M | +29.7% | +0.7% | +29.1% | +28.7% |
| 6M | +33.1% | -0.9% | +34.0% | +32.1% |
| YTD | +44.7% | +0.6% | +44.1% | +43.5% |
| 1Y | +45.4% | +0.8% | +44.6% | +43.9% |
| All | +45.4% | +1.6% | +43.7% | +43.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling