-53.4%
ORCL vs SUI
+1.3%
-54.7%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.6% | -6.4% |
| 7D | -17.5% | +8.8% | -26.3% | -12.1% |
| 30D | -20.2% | +8.9% | -29.1% | -14.6% |
| 3M | -19.9% | +2.0% | -22.0% | -17.3% |
| 6M | -37.4% | -0.6% | -36.8% | -35.5% |
| YTD | -40.1% | +1.3% | -41.5% | -37.1% |
| 1Y | -53.4% | +1.3% | -54.6% | -50.7% |
| All | -53.4% | +1.3% | -54.7% | -50.7% |
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 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