+148.5%
GOOG vs SUI
+13.6%
+135.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -1.0% |
| 7D | -2.1% | -2.8% | +0.7% | -2.0% |
| 30D | -6.8% | -1.2% | -5.7% | -6.8% |
| 3M | -9.1% | -1.7% | -7.3% | -9.0% |
| 6M | +10.7% | -10.5% | +21.2% | +11.4% |
| YTD | +7.1% | -1.8% | +8.9% | +7.1% |
| 1Y | +44.6% | -4.1% | +48.7% | +44.9% |
| All | +148.5% | +13.6% | +135.0% | +138.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling