-25.0%
TEVA vs SUI
+101.8%
-126.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.2% |
| 7D | +2.0% | -4.2% | +6.2% | +3.5% |
| 30D | +1.0% | -3.3% | +4.2% | +2.1% |
| 3M | +7.3% | -8.2% | +15.5% | +10.5% |
| 6M | +21.7% | -14.5% | +36.2% | +28.3% |
| YTD | +18.8% | -5.9% | +24.8% | +21.0% |
| 1Y | +86.5% | -9.7% | +96.2% | +92.4% |
| 3Y | +269.4% | +7.7% | +261.7% | +249.8% |
| 5Y | +303.6% | -31.9% | +335.5% | +348.0% |
| All | -25.0% | +101.8% | -126.8% | -34.0% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling