+10,599.0%
TECH vs SUI
+4,037.5%
+6,561.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +0.1% | -2.8% | +2.9% | +1.0% |
| 30D | +0.7% | -1.2% | +1.9% | +1.0% |
| 3M | +36.3% | -1.7% | +38.1% | +36.6% |
| 6M | +25.6% | -10.5% | +36.0% | +29.3% |
| YTD | +23.7% | -1.8% | +25.5% | +23.7% |
| 1Y | +37.6% | -4.1% | +41.7% | +38.6% |
| 3Y | -6.6% | +11.3% | -17.8% | -10.4% |
| 5Y | -42.2% | -32.1% | -10.1% | -36.7% |
| 10Y | +187.6% | +110.4% | +77.1% | +128.6% |
| All | +10,599.0% | +4,037.5% | +6,561.5% | +4,586.3% |
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