+3.5%
KMB vs SUI
+16.8%
-13.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.3% |
| 7D | +0.4% | +8.8% | -8.4% | -2.3% |
| 30D | +14.1% | +8.9% | +5.2% | +11.0% |
| 3M | -0.5% | +2.0% | -2.6% | -1.3% |
| 6M | +16.6% | -0.6% | +17.2% | +16.5% |
| YTD | +13.7% | +1.3% | +12.4% | +12.9% |
| 1Y | +16.1% | +1.3% | +14.8% | +15.2% |
| All | +3.5% | +16.8% | -13.4% | +0.1% |
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