+643.2%
LYB vs SUI
+687.7%
-44.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.4% |
| 7D | -0.9% | -3.1% | +2.2% | +0.6% |
| 30D | +9.5% | -2.3% | +11.8% | +10.5% |
| 3M | +1.3% | -2.8% | +4.1% | +2.3% |
| 6M | -1.7% | -12.4% | +10.6% | +3.5% |
| YTD | +54.1% | -3.3% | +57.4% | +54.8% |
| 1Y | +25.7% | -5.8% | +31.5% | +27.6% |
| 3Y | -20.9% | +12.5% | -33.4% | -28.3% |
| 5Y | -1.5% | -32.9% | +31.3% | +13.1% |
| 10Y | +45.0% | +104.4% | -59.4% | -12.8% |
| All | +643.2% | +687.7% | -44.5% | +72.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling