+11,368.7%
GOOG vs SUI
+1,012.1%
+10,356.6%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +1.3% |
| 7D | +2.1% | +6.2% | -4.2% | 0.0% |
| 30D | -18.3% | +8.6% | -26.8% | -20.7% |
| 3M | -20.3% | +1.0% | -21.3% | -20.9% |
| 6M | -28.1% | -2.6% | -25.5% | -28.0% |
| YTD | -9.3% | -0.1% | -9.2% | -10.2% |
| 1Y | -0.2% | +0.5% | -0.7% | -1.4% |
| 3Y | +118.0% | +15.3% | +102.8% | +100.4% |
| 5Y | +92.1% | -26.1% | +118.2% | +103.6% |
| 10Y | +652.3% | +117.8% | +534.4% | +429.1% |
| All | +11,368.7% | +1,012.1% | +10,356.6% | +3,784.4% |
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 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