-42.4%
TECH vs SUI
-32.0%
-10.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.1% | -2.8% | +2.9% | +1.6% |
| 30D | +0.7% | -1.2% | +1.9% | +1.2% |
| 3M | +36.3% | -1.7% | +38.1% | +36.7% |
| 6M | +25.6% | -10.5% | +36.0% | +32.1% |
| YTD | +23.7% | -1.8% | +25.5% | +23.3% |
| 1Y | +37.6% | -4.1% | +41.7% | +39.0% |
| 3Y | -6.6% | +11.3% | -17.8% | -15.1% |
| All | -42.4% | -32.0% | -10.4% | -31.4% |
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