+18,465.9%
LLY vs SUI
+4,037.5%
+14,428.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | -2.1% | -2.8% | +0.7% | -1.4% |
| 30D | -1.6% | -1.2% | -0.4% | -1.4% |
| 3M | +2.3% | -1.7% | +4.0% | +2.6% |
| 6M | +14.9% | -10.5% | +25.4% | +18.0% |
| YTD | +7.5% | -1.8% | +9.3% | +7.8% |
| 1Y | +55.7% | -4.1% | +59.8% | +56.9% |
| 3Y | +110.6% | +11.3% | +99.3% | +100.6% |
| 5Y | +363.4% | -32.1% | +395.5% | +396.3% |
| 10Y | +1,649.0% | +110.4% | +1,538.5% | +1,241.2% |
| All | +18,465.9% | +4,037.5% | +14,428.4% | +7,126.3% |
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