+132.2%
LLY vs SUI
+15.1%
+117.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.6% |
| 7D | -4.5% | +6.2% | -10.7% | -5.4% |
| 30D | +13.9% | +8.6% | +5.3% | +12.5% |
| 3M | +13.8% | +1.0% | +12.8% | +13.4% |
| 6M | +37.6% | -2.6% | +40.2% | +37.8% |
| YTD | +26.6% | -0.1% | +26.7% | +26.5% |
| 1Y | +45.3% | +0.5% | +44.9% | +45.2% |
| 3Y | +132.2% | +15.3% | +117.0% | +134.0% |
| All | +132.2% | +15.1% | +117.1% | +134.0% |
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 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