+2,186.2%
SYY vs SUI
+4,037.5%
-1,851.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.2% |
| 7D | -2.3% | -2.8% | +0.5% | -1.5% |
| 30D | -4.9% | -1.2% | -3.8% | -4.6% |
| 3M | +8.4% | -1.7% | +10.1% | +8.8% |
| 6M | -7.4% | -10.5% | +3.1% | -4.4% |
| YTD | +11.0% | -1.8% | +12.8% | +11.4% |
| 1Y | -0.2% | -4.1% | +3.9% | +0.8% |
| 3Y | +23.8% | +11.3% | +12.5% | +17.9% |
| 5Y | +18.1% | -32.1% | +50.2% | +28.8% |
| 10Y | +94.6% | +110.4% | -15.9% | +57.2% |
| All | +2,186.2% | +4,037.5% | -1,851.4% | +900.8% |
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