-5.1%
SLB vs SUI
+16.8%
-21.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.9% |
| 7D | -7.7% | +8.8% | -16.5% | -9.7% |
| 30D | -0.7% | +8.9% | -9.7% | -3.0% |
| 3M | 0.0% | +2.0% | -2.1% | -0.8% |
| 6M | -10.4% | -0.6% | -9.8% | -10.6% |
| YTD | +31.5% | +1.3% | +30.1% | +30.2% |
| 1Y | +39.1% | +1.3% | +37.9% | +37.8% |
| All | -5.1% | +16.8% | -21.9% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling