+91.4%
ORCL vs SUI
-32.0%
+123.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.1% |
| 7D | +5.3% | -2.8% | +8.1% | +5.7% |
| 30D | +10.0% | -1.2% | +11.1% | +10.1% |
| 3M | -32.6% | -1.7% | -30.8% | -32.6% |
| 6M | +4.9% | -10.5% | +15.4% | +6.7% |
| YTD | -17.8% | -1.8% | -15.9% | -18.0% |
| 1Y | -28.0% | -4.1% | -23.9% | -28.1% |
| 3Y | +36.0% | +11.3% | +24.8% | +28.2% |
| All | +91.4% | -32.0% | +123.4% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling