+32,372.3%
MSFT vs SUI
+4,037.5%
+28,334.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -2.7% | -2.8% | +0.1% | -1.8% |
| 30D | +2.7% | -1.2% | +3.9% | +3.0% |
| 3M | +17.0% | -1.7% | +18.7% | +17.3% |
| 6M | +23.8% | -10.5% | +34.3% | +27.8% |
| YTD | +4.0% | -1.8% | +5.8% | +3.9% |
| 1Y | -0.8% | -4.1% | +3.3% | -0.4% |
| 3Y | +55.6% | +11.3% | +44.3% | +45.2% |
| 5Y | +72.9% | -32.1% | +105.0% | +89.0% |
| 10Y | +875.8% | +110.4% | +765.4% | +613.6% |
| All | +32,372.3% | +4,037.5% | +28,334.7% | +10,470.2% |
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