-51.7%
ORCL vs SUI
-0.1%
-51.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | -0.2% |
| 7D | -11.2% | +6.2% | -17.4% | -6.9% |
| 30D | -18.8% | +8.6% | -27.4% | -13.5% |
| 3M | -18.8% | +1.0% | -19.8% | -16.8% |
| 6M | -39.7% | -2.6% | -37.1% | -38.5% |
| YTD | -39.6% | -0.1% | -39.5% | -37.1% |
| 1Y | -51.7% | +0.5% | -52.2% | -49.3% |
| All | -51.7% | -0.1% | -51.6% | -49.3% |
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