+643.6%
SLB vs SUI
+4,142.3%
-3,498.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +5.2% | -6.2% | -2.9% |
| 7D | -4.1% | +10.0% | -14.1% | -7.5% |
| 30D | +2.5% | +8.4% | -5.9% | -0.7% |
| 3M | +2.0% | +0.7% | +1.3% | +1.3% |
| 6M | -6.3% | -0.9% | -5.4% | -6.8% |
| YTD | +36.5% | +0.6% | +35.9% | +34.9% |
| 1Y | +46.2% | +0.8% | +45.5% | +44.4% |
| 3Y | -2.1% | +15.5% | -17.5% | -9.6% |
| 5Y | +73.7% | -25.9% | +99.6% | +84.1% |
| 10Y | -12.3% | +119.5% | -131.8% | -41.4% |
| All | +643.6% | +4,142.3% | -3,498.8% | +108.2% |
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 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