+159.7%
GILD vs SUI
+101.8%
+57.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.7% |
| 7D | -4.8% | -4.2% | -0.7% | -4.1% |
| 30D | +5.8% | -3.3% | +9.0% | +6.4% |
| 3M | +14.9% | -8.2% | +23.1% | +16.6% |
| 6M | -0.4% | -14.5% | +14.1% | +2.2% |
| YTD | +18.5% | -5.9% | +24.4% | +19.6% |
| 1Y | +25.1% | -9.7% | +34.8% | +27.0% |
| 3Y | +105.9% | +7.7% | +98.2% | +101.5% |
| 5Y | +143.0% | -31.9% | +174.8% | +152.5% |
| All | +159.7% | +101.8% | +57.9% | +141.7% |
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