+13,507.3%
GOOGL vs SUI
+993.1%
+12,514.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -2.3% | -2.8% | +0.5% | -1.4% |
| 30D | -6.6% | -1.2% | -5.4% | -6.2% |
| 3M | -8.9% | -1.7% | -7.2% | -8.7% |
| 6M | +11.9% | -10.5% | +22.3% | +15.6% |
| YTD | +8.3% | -1.8% | +10.2% | +8.3% |
| 1Y | +46.2% | -4.1% | +50.3% | +47.0% |
| 3Y | +151.9% | +11.3% | +140.6% | +134.3% |
| 5Y | +137.7% | -32.1% | +169.8% | +160.0% |
| 10Y | +757.6% | +110.4% | +647.1% | +511.5% |
| All | +13,507.3% | +993.1% | +12,514.2% | +4,550.1% |
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