+27.8%
INTC vs SUI
-26.4%
+54.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.5% | -2.7% |
| 7D | +6.0% | -1.5% | +7.5% | +6.3% |
| 30D | -39.2% | +3.7% | -42.9% | -39.9% |
| 3M | -42.9% | -0.4% | -42.5% | -43.2% |
| 6M | -50.4% | -2.8% | -47.6% | -50.7% |
| YTD | +61.7% | -1.6% | +63.3% | +59.3% |
| 1Y | +66.1% | -2.1% | +68.2% | +63.9% |
| 3Y | +58.1% | +18.5% | +39.7% | +40.9% |
| All | +27.8% | -26.4% | +54.3% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling