+1,099.7%
KMB vs SUI
+4,037.5%
-2,937.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.0% | -2.8% | -0.2% | -2.4% |
| 30D | -5.5% | -1.2% | -4.3% | -5.2% |
| 3M | +14.0% | -1.7% | +15.7% | +14.4% |
| 6M | +4.1% | -10.5% | +14.6% | +6.6% |
| YTD | +8.0% | -1.8% | +9.9% | +8.4% |
| 1Y | -13.7% | -4.1% | -9.7% | -13.0% |
| 3Y | -5.9% | +11.3% | -17.2% | -9.1% |
| 5Y | -8.6% | -32.1% | +23.5% | -3.0% |
| 10Y | +17.3% | +110.4% | -93.2% | -3.0% |
| All | +1,099.7% | +4,037.5% | -2,937.8% | +488.0% |
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 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