+362.4%
TEVA vs SUI
-27.1%
+389.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.7% | +1.2% |
| 7D | +4.5% | -3.8% | +8.3% | +5.8% |
| 30D | +5.8% | +3.9% | +1.9% | +4.2% |
| 3M | +18.8% | +0.2% | +18.6% | +18.4% |
| 6M | +21.9% | -4.2% | +26.1% | +23.2% |
| YTD | +39.9% | -2.5% | +42.4% | +40.3% |
| 1Y | +69.0% | -4.0% | +73.0% | +70.3% |
| 3Y | +402.9% | +16.5% | +386.3% | +359.9% |
| All | +362.4% | -27.1% | +389.5% | +404.3% |
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 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