+394.9%
TEVA vs SUI
+17.1%
+377.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.1% |
| 7D | +4.5% | -3.8% | +8.3% | +5.3% |
| 30D | +5.8% | +3.9% | +1.9% | +4.8% |
| 3M | +18.8% | +0.2% | +18.6% | +18.6% |
| 6M | +21.9% | -4.2% | +26.1% | +22.7% |
| YTD | +39.9% | -2.5% | +42.4% | +40.3% |
| 1Y | +69.0% | -4.0% | +73.0% | +69.9% |
| All | +394.9% | +17.1% | +377.8% | +396.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling