+710.1%
GOOG vs SUI
+120.9%
+589.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.4% | +1.8% |
| 7D | +4.8% | -3.8% | +8.7% | +6.0% |
| 30D | -15.5% | +3.9% | -19.4% | -16.7% |
| 3M | -13.7% | +0.2% | -13.9% | -14.0% |
| 6M | -23.0% | -4.2% | -18.8% | -22.5% |
| YTD | -5.7% | -2.5% | -3.2% | -5.8% |
| 1Y | +3.0% | -4.0% | +7.0% | +3.4% |
| 3Y | +122.4% | +16.5% | +105.9% | +103.4% |
| 5Y | +99.2% | -27.2% | +126.4% | +113.6% |
| All | +710.1% | +120.9% | +589.2% | +582.0% |
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