+560.7%
SONY vs SUI
+4,037.5%
-3,476.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -1.2% | -2.8% | +1.7% | -0.2% |
| 30D | +9.4% | -1.2% | +10.6% | +9.9% |
| 3M | +10.5% | -1.7% | +12.2% | +11.0% |
| 6M | +11.7% | -10.5% | +22.2% | +15.7% |
| YTD | -4.1% | -1.8% | -2.2% | -3.8% |
| 1Y | -11.8% | -4.1% | -7.7% | -11.0% |
| 3Y | +45.9% | +11.3% | +34.6% | +36.7% |
| 5Y | +16.3% | -32.1% | +48.4% | +27.8% |
| 10Y | +297.6% | +110.4% | +187.2% | +176.4% |
| All | +560.7% | +4,037.5% | -3,476.8% | +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