-17.1%
SLB vs SUI
+115.7%
-132.9%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.0% | +1.0% |
| 7D | -7.1% | +6.2% | -13.3% | -8.8% |
| 30D | +4.1% | +8.6% | -4.5% | +1.4% |
| 3M | -2.6% | +1.0% | -3.6% | -3.3% |
| 6M | -8.6% | -2.6% | -6.0% | -8.4% |
| YTD | +32.2% | -0.1% | +32.3% | +31.2% |
| 1Y | +40.7% | +0.5% | +40.2% | +39.4% |
| 3Y | -4.5% | +15.3% | -19.8% | -10.4% |
| 5Y | +66.4% | -26.1% | +92.5% | +76.7% |
| All | -17.1% | +115.7% | -132.9% | -23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling