+244.8%
ORCL vs SUI
+115.7%
+129.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | -11.2% | +6.2% | -17.4% | -12.4% |
| 30D | -18.8% | +8.6% | -27.4% | -20.7% |
| 3M | -18.8% | +1.0% | -19.8% | -19.4% |
| 6M | -39.7% | -2.6% | -37.1% | -39.9% |
| YTD | -39.6% | -0.1% | -39.5% | -40.4% |
| 1Y | -51.7% | +0.5% | -52.2% | -52.5% |
| 3Y | +10.2% | +15.3% | -5.0% | +2.1% |
| 5Y | +30.8% | -26.1% | +57.0% | +37.8% |
| All | +244.8% | +115.7% | +129.0% | +189.4% |
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