+615.9%
SLB vs SUI
+4,171.7%
-3,555.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -4.0% |
| 7D | -7.7% | +8.8% | -16.5% | -10.6% |
| 30D | -0.7% | +8.9% | -9.7% | -4.1% |
| 3M | 0.0% | +2.0% | -2.1% | -1.3% |
| 6M | -10.4% | -0.6% | -9.8% | -10.9% |
| YTD | +31.5% | +1.3% | +30.1% | +29.5% |
| 1Y | +39.1% | +1.3% | +37.9% | +37.1% |
| 3Y | -5.7% | +16.3% | -22.0% | -13.2% |
| 5Y | +65.4% | -25.1% | +90.5% | +74.6% |
| 10Y | -15.6% | +121.1% | -136.6% | -43.7% |
| All | +615.9% | +4,171.7% | -3,555.8% | +99.9% |
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 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