+352.1%
IDXX vs SUI
+101.8%
+250.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -5.7% | -4.2% | -1.6% | -3.9% |
| 30D | -11.5% | -3.3% | -8.3% | -10.3% |
| 3M | -9.5% | -8.2% | -1.4% | -6.3% |
| 6M | -16.0% | -14.5% | -1.5% | -10.2% |
| YTD | -25.4% | -5.9% | -19.5% | -23.8% |
| 1Y | -21.8% | -9.7% | -12.0% | -18.8% |
| 3Y | +7.0% | +7.7% | -0.6% | +0.1% |
| 5Y | -26.0% | -31.9% | +5.9% | -15.3% |
| All | +352.1% | +101.8% | +250.2% | +272.9% |
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