+65.7%
INTC vs SUI
+17.9%
+47.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.8% | +8.3% | +7.4% |
| 7D | +7.3% | -2.4% | +9.7% | +7.0% |
| 30D | -38.3% | +3.3% | -41.7% | -38.2% |
| 3M | -36.0% | +0.7% | -36.7% | -35.8% |
| 6M | -51.7% | -4.1% | -47.6% | -51.4% |
| YTD | +69.4% | -1.8% | +71.2% | +68.7% |
| 1Y | +65.0% | -4.1% | +69.0% | +65.5% |
| All | +65.7% | +17.9% | +47.7% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling