+1,527.5%
META vs SUI
+385.7%
+1,141.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +6.7% | -2.8% | +9.5% | +7.7% |
| 30D | +4.8% | -1.2% | +5.9% | +5.2% |
| 3M | -1.6% | -1.7% | +0.1% | -1.3% |
| 6M | -7.5% | -10.5% | +3.0% | -4.2% |
| YTD | -6.4% | -1.8% | -4.6% | -6.2% |
| 1Y | -17.3% | -4.1% | -13.3% | -16.8% |
| 3Y | +109.9% | +11.3% | +98.7% | +94.9% |
| 5Y | +65.4% | -32.1% | +97.5% | +83.1% |
| 10Y | +391.8% | +110.4% | +281.4% | +277.2% |
| All | +1,527.5% | +385.7% | +1,141.8% | +910.7% |
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 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