+14,964.9%
IDXX vs SUI
+3,975.5%
+10,989.4%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.3% |
| 7D | -4.6% | -3.1% | -1.5% | -3.5% |
| 30D | -11.3% | -2.3% | -9.0% | -10.7% |
| 3M | -7.3% | -2.8% | -4.5% | -6.5% |
| 6M | -14.5% | -12.4% | -2.1% | -10.7% |
| YTD | -23.1% | -3.3% | -19.8% | -22.5% |
| 1Y | -20.3% | -5.8% | -14.5% | -19.1% |
| 3Y | +11.7% | +12.5% | -0.8% | +5.0% |
| 5Y | -24.4% | -32.9% | +8.5% | -15.2% |
| 10Y | +355.5% | +104.4% | +251.1% | +246.7% |
| All | +14,964.9% | +3,975.5% | +10,989.4% | +5,097.0% |
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