+88.1%
LNG vs SUI
+13.6%
+74.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | +3.4% | -2.8% | +6.3% | +4.0% |
| 30D | +14.9% | -1.2% | +16.0% | +15.1% |
| 3M | +21.4% | -1.7% | +23.1% | +21.7% |
| 6M | +17.8% | -10.5% | +28.3% | +20.0% |
| YTD | +51.3% | -1.8% | +53.1% | +51.3% |
| 1Y | +24.4% | -4.1% | +28.5% | +24.9% |
| All | +88.1% | +13.6% | +74.5% | +83.8% |
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