+120.7%
GOOGL vs SUI
+15.1%
+105.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.2% | +0.8% |
| 7D | +1.8% | +6.2% | -4.5% | +1.6% |
| 30D | -18.8% | +8.6% | -27.3% | -19.0% |
| 3M | -20.3% | +1.0% | -21.3% | -20.3% |
| 6M | -28.4% | -2.6% | -25.8% | -28.2% |
| YTD | -8.8% | -0.1% | -8.7% | -8.8% |
| 1Y | +0.3% | +0.5% | -0.2% | +0.4% |
| 3Y | +120.7% | +15.3% | +105.5% | +114.2% |
| All | +120.7% | +15.1% | +105.6% | +114.2% |
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