+50,857.4%
GILD vs SUI
+3,881.3%
+46,976.1%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -4.2% | -4.1% | -0.1% | -3.1% |
| 30D | +6.7% | -3.2% | +9.8% | +7.6% |
| 3M | +20.0% | -8.4% | +28.4% | +22.9% |
| 6M | -1.3% | -14.4% | +13.0% | +3.0% |
| YTD | +19.4% | -5.5% | +25.0% | +21.0% |
| 1Y | +28.9% | -7.3% | +36.3% | +31.2% |
| 3Y | +110.3% | +9.9% | +100.4% | +100.5% |
| 5Y | +144.8% | -31.6% | +176.4% | +163.2% |
| 10Y | +164.4% | +103.7% | +60.7% | +91.3% |
| All | +50,857.4% | +3,881.3% | +46,976.1% | +14,861.1% |
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