-40.2%
TECH vs SUI
-25.7%
-14.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | -0.1% | +8.8% | -8.8% | -4.3% |
| 30D | +0.3% | +8.9% | -8.6% | -4.3% |
| 3M | +1.0% | +2.0% | -1.0% | -0.5% |
| 6M | +28.6% | -0.6% | +29.2% | +27.7% |
| YTD | +24.1% | +1.3% | +22.7% | +21.2% |
| 1Y | +21.9% | +1.3% | +20.6% | +19.1% |
| 3Y | +25.7% | +16.3% | +9.4% | +11.0% |
| 5Y | -40.2% | -25.1% | -15.2% | -28.5% |
| All | -40.2% | -25.7% | -14.5% | -28.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling