+2,043.2%
LLY vs SUI
+115.7%
+1,927.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.5% |
| 7D | -4.5% | +6.2% | -10.7% | -5.8% |
| 30D | +13.9% | +8.6% | +5.3% | +11.7% |
| 3M | +13.8% | +1.0% | +12.8% | +13.3% |
| 6M | +37.6% | -2.6% | +40.2% | +38.2% |
| YTD | +26.6% | -0.1% | +26.7% | +26.3% |
| 1Y | +45.3% | +0.5% | +44.9% | +44.8% |
| 3Y | +132.2% | +15.3% | +117.0% | +121.0% |
| 5Y | +434.7% | -26.1% | +460.8% | +467.0% |
| All | +2,043.2% | +115.7% | +1,927.5% | +1,793.2% |
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