+1,236.6%
LNG vs SUI
+3,518.8%
-2,282.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.8% | +4.6% | +4.1% |
| 7D | +4.5% | -2.4% | +7.0% | +5.5% |
| 30D | +8.0% | +3.3% | +4.7% | +6.1% |
| 3M | +15.0% | +0.7% | +14.3% | +14.0% |
| 6M | +27.1% | -4.1% | +31.2% | +28.3% |
| YTD | +58.1% | -1.8% | +59.9% | +57.4% |
| 1Y | +45.0% | -4.1% | +49.0% | +45.7% |
| 3Y | +82.6% | +17.4% | +65.2% | +64.0% |
| 5Y | +206.8% | -27.0% | +233.9% | +228.6% |
| 10Y | +796.3% | +121.2% | +675.1% | +435.8% |
| All | +1,236.6% | +3,518.8% | -2,282.2% | +280.3% |
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