+102.8%
GOOGL vs SUI
-27.8%
+130.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.0% |
| 7D | +5.7% | -3.8% | +9.5% | +6.6% |
| 30D | -15.6% | +3.9% | -19.5% | -16.6% |
| 3M | -13.0% | +0.2% | -13.2% | -13.3% |
| 6M | -22.8% | -4.2% | -18.6% | -22.3% |
| YTD | -4.4% | -2.5% | -1.9% | -4.4% |
| 1Y | +4.5% | -4.0% | +8.5% | +4.8% |
| 3Y | +127.4% | +16.5% | +110.9% | +106.1% |
| 5Y | +102.8% | -27.2% | +130.0% | +135.2% |
| All | +102.8% | -27.8% | +130.6% | +135.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling