+643.6%
GOOGL vs SUI
+117.1%
+526.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.6% | 0.0% |
| 7D | +2.6% | +3.4% | -0.8% | +1.6% |
| 30D | -18.3% | +4.6% | -22.9% | -19.6% |
| 3M | -19.6% | +1.6% | -21.2% | -20.2% |
| 6M | -28.2% | -3.5% | -24.7% | -27.9% |
| YTD | -8.0% | -1.0% | -7.0% | -8.5% |
| 1Y | -0.7% | -1.7% | +1.0% | -1.0% |
| 3Y | +118.8% | +18.4% | +100.4% | +98.9% |
| 5Y | +98.9% | -26.3% | +125.2% | +112.9% |
| 10Y | +643.6% | +123.3% | +520.3% | +517.3% |
| All | +643.6% | +117.1% | +526.5% | +517.3% |
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