+8,060.3%
ORCL vs SUI
+4,171.7%
+3,888.5%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.6% | -7.2% |
| 7D | -17.5% | +8.8% | -26.3% | -19.9% |
| 30D | -20.2% | +8.9% | -29.1% | -22.9% |
| 3M | -19.9% | +2.0% | -22.0% | -21.1% |
| 6M | -37.4% | -0.6% | -36.8% | -38.3% |
| YTD | -40.1% | +1.3% | -41.5% | -41.5% |
| 1Y | -53.4% | +1.3% | -54.6% | -54.5% |
| 3Y | +10.4% | +16.3% | -5.9% | +0.3% |
| 5Y | +29.8% | -25.1% | +54.8% | +35.1% |
| 10Y | +249.2% | +121.1% | +128.2% | +134.4% |
| All | +8,060.3% | +4,171.7% | +3,888.5% | +2,008.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling