+750.9%
GOOGL vs SUI
+104.3%
+646.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.4% |
| 7D | +1.1% | -3.1% | +4.2% | +2.0% |
| 30D | -4.4% | -2.3% | -2.1% | -3.8% |
| 3M | -6.8% | -2.8% | -4.0% | -6.3% |
| 6M | +13.6% | -12.4% | +25.9% | +17.8% |
| YTD | +8.3% | -3.3% | +11.6% | +8.8% |
| 1Y | +44.9% | -5.8% | +50.8% | +46.5% |
| 3Y | +150.5% | +12.5% | +138.0% | +131.7% |
| 5Y | +137.7% | -32.9% | +170.6% | +162.7% |
| 10Y | +750.9% | +104.4% | +646.5% | +591.9% |
| All | +750.9% | +104.3% | +646.6% | +591.9% |
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