+400.1%
META vs SUI
+118.9%
+281.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.6% | -4.2% |
| 7D | -3.1% | +8.8% | -11.9% | -6.0% |
| 30D | -18.1% | +8.9% | -27.0% | -20.8% |
| 3M | +2.9% | +2.0% | +0.8% | +1.7% |
| 6M | +0.2% | -0.6% | +0.8% | -0.2% |
| YTD | -8.1% | +1.3% | -9.4% | -9.3% |
| 1Y | -4.5% | +1.3% | -5.8% | -5.8% |
| 3Y | +94.2% | +16.3% | +77.9% | +75.8% |
| 5Y | +79.1% | -25.1% | +104.1% | +93.0% |
| All | +400.1% | +118.9% | +281.2% | +286.7% |
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