+544.5%
LNG vs SUI
+104.7%
+439.8%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.3% | +0.3% |
| 7D | -6.7% | -4.3% | -2.4% | -5.6% |
| 30D | +3.9% | -2.1% | +6.0% | +4.4% |
| 3M | +15.5% | -6.1% | +21.6% | +17.3% |
| 6M | +10.5% | -12.8% | +23.3% | +14.3% |
| YTD | +43.0% | -4.6% | +47.6% | +44.2% |
| 1Y | +18.9% | -7.7% | +26.6% | +20.9% |
| 3Y | +74.7% | +10.9% | +63.7% | +66.1% |
| 5Y | +231.2% | -32.4% | +263.6% | +260.1% |
| 10Y | +544.5% | +105.7% | +438.8% | +448.3% |
| All | +544.5% | +104.7% | +439.8% | +448.3% |
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 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