+1,162.6%
KMB vs SUI
+4,171.7%
-3,009.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +1.4% |
| 7D | +0.4% | +8.8% | -8.4% | -1.4% |
| 30D | +14.1% | +8.9% | +5.2% | +12.0% |
| 3M | -0.5% | +2.0% | -2.6% | -1.0% |
| 6M | +16.6% | -0.6% | +17.2% | +16.7% |
| YTD | +13.7% | +1.3% | +12.4% | +13.3% |
| 1Y | +16.1% | +1.3% | +14.8% | +15.6% |
| 3Y | +4.7% | +16.3% | -11.6% | +0.4% |
| 5Y | +1.5% | -25.1% | +26.6% | +5.6% |
| 10Y | +40.5% | +121.1% | -80.6% | +15.1% |
| All | +1,162.6% | +4,171.7% | -3,009.1% | +514.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling