+98.7%
INTC vs SUI
+115.7%
-17.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +8.1% |
| 7D | -14.4% | +6.2% | -20.6% | -16.0% |
| 30D | -50.2% | +8.6% | -58.8% | -51.8% |
| 3M | -43.6% | +1.0% | -44.6% | -44.3% |
| 6M | -50.2% | -2.6% | -47.6% | -50.6% |
| YTD | +52.5% | -0.1% | +52.7% | +49.1% |
| 1Y | +51.1% | +0.5% | +50.7% | +47.4% |
| 3Y | +50.3% | +15.3% | +35.0% | +36.3% |
| 5Y | +19.2% | -26.1% | +45.3% | +25.9% |
| All | +98.7% | +115.7% | -17.0% | +50.3% |
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