-26.5%
TEVA vs SUI
+102.6%
-129.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.0% |
| 7D | -0.7% | -4.1% | +3.4% | +0.7% |
| 30D | -0.4% | -3.2% | +2.8% | +0.7% |
| 3M | +8.2% | -8.4% | +16.6% | +11.6% |
| 6M | +15.3% | -14.4% | +29.7% | +21.5% |
| YTD | +16.5% | -5.5% | +22.0% | +18.5% |
| 1Y | +85.7% | -7.3% | +93.1% | +89.9% |
| 3Y | +277.9% | +9.9% | +268.0% | +255.2% |
| 5Y | +295.5% | -31.6% | +327.1% | +338.5% |
| All | -26.5% | +102.6% | -129.1% | -35.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling