+51.1%
INTC vs SUI
-0.1%
+51.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.5% | +9.2% | +6.2% |
| 7D | -14.4% | +6.2% | -20.6% | -8.4% |
| 30D | -50.2% | +8.6% | -58.8% | -45.1% |
| 3M | -43.6% | +1.0% | -44.6% | -41.0% |
| 6M | -50.2% | -2.6% | -47.6% | -47.8% |
| YTD | +52.5% | -0.1% | +52.7% | +58.9% |
| 1Y | +51.1% | +0.5% | +50.7% | +58.0% |
| All | +51.1% | -0.1% | +51.2% | +58.0% |
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