+133.7%
GOOG vs SUI
-32.1%
+165.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | +1.1% | -3.1% | +4.2% | +1.9% |
| 30D | -5.1% | -2.3% | -2.7% | -4.5% |
| 3M | -7.1% | -2.8% | -4.3% | -6.7% |
| 6M | +12.7% | -12.4% | +25.0% | +16.2% |
| YTD | +7.1% | -3.3% | +10.4% | +7.5% |
| 1Y | +43.6% | -5.8% | +49.4% | +44.9% |
| 3Y | +146.8% | +12.5% | +134.3% | +127.1% |
| 5Y | +133.7% | -32.9% | +166.5% | +175.4% |
| All | +133.7% | -32.1% | +165.8% | +175.4% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling