+57.4%
INTC vs SUI
+1.6%
+55.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.2% | -8.9% | +1.4% |
| 7D | -39.0% | +10.0% | -49.0% | -32.3% |
| 30D | -49.8% | +8.4% | -58.3% | -44.7% |
| 3M | -42.2% | +0.7% | -42.9% | -39.7% |
| 6M | -39.2% | -0.9% | -38.2% | -35.8% |
| YTD | +57.9% | +0.6% | +57.3% | +65.2% |
| 1Y | +57.4% | +0.8% | +56.6% | +66.0% |
| All | +57.4% | +1.6% | +55.7% | +66.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling