+46.3%
LYB vs SUI
+101.8%
-55.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.8% |
| 7D | +0.3% | -4.2% | +4.4% | +2.0% |
| 30D | +2.5% | -3.3% | +5.7% | +3.7% |
| 3M | +1.4% | -8.2% | +9.6% | +4.6% |
| 6M | -3.5% | -14.5% | +11.0% | +2.0% |
| YTD | +52.0% | -5.9% | +57.9% | +54.2% |
| 1Y | +22.1% | -9.7% | +31.8% | +25.9% |
| 3Y | -22.8% | +7.7% | -30.5% | -27.6% |
| 5Y | -3.4% | -31.9% | +28.5% | +8.9% |
| All | +46.3% | +101.8% | -55.6% | +41.7% |
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