+2,049.9%
LLY vs SUI
+120.9%
+1,929.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.5% |
| 7D | +1.4% | -2.4% | +3.8% | +1.9% |
| 30D | +21.5% | +3.3% | +18.2% | +20.5% |
| 3M | +18.5% | +0.7% | +17.8% | +18.1% |
| 6M | +49.1% | -4.1% | +53.2% | +50.2% |
| YTD | +34.4% | -1.8% | +36.2% | +34.6% |
| 1Y | +46.3% | -4.1% | +50.4% | +47.3% |
| 3Y | +145.5% | +17.4% | +128.1% | +132.2% |
| 5Y | +472.7% | -27.0% | +499.7% | +509.4% |
| 10Y | +2,049.9% | +121.2% | +1,928.8% | +1,704.4% |
| All | +2,049.9% | +120.9% | +1,929.1% | +1,704.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling