-28.0%
ORCL vs SUI
-2.0%
-26.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +2.8% |
| 7D | +5.3% | -2.8% | +8.1% | +3.2% |
| 30D | +10.0% | -1.2% | +11.1% | +9.2% |
| 3M | -32.6% | -1.7% | -30.8% | -32.8% |
| 6M | +4.9% | -10.5% | +15.4% | +0.3% |
| YTD | -17.8% | -1.8% | -15.9% | -16.0% |
| 1Y | -28.0% | -4.1% | -23.9% | -29.3% |
| All | -28.0% | -2.0% | -26.0% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling