+32.7%
SBUX vs SUI
-1.1%
+33.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | 0.0% | +3.8% | +3.8% |
| 7D | +4.8% | +3.0% | +1.8% | +3.9% |
| 30D | +20.6% | +5.6% | +15.0% | +18.7% |
| 3M | +4.3% | +0.9% | +3.3% | +3.6% |
| 6M | +5.5% | -2.6% | +8.1% | +5.5% |
| YTD | +32.3% | -0.1% | +32.4% | +30.5% |
| All | +32.7% | -1.1% | +33.7% | +32.2% |
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