+1,293.8%
TEVA vs SUI
+4,037.5%
-2,743.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -0.2% | -2.8% | +2.6% | +0.5% |
| 30D | +4.7% | -1.2% | +5.9% | +5.0% |
| 3M | +5.6% | -1.7% | +7.3% | +6.1% |
| 6M | +10.5% | -10.5% | +21.0% | +13.4% |
| YTD | +16.5% | -1.8% | +18.3% | +16.9% |
| 1Y | +96.8% | -4.1% | +100.8% | +98.3% |
| 3Y | +269.5% | +11.3% | +258.3% | +254.6% |
| 5Y | +283.5% | -32.1% | +315.7% | +311.2% |
| 10Y | -25.9% | +110.4% | -136.4% | -38.7% |
| All | +1,293.8% | +4,037.5% | -2,743.8% | +542.0% |
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 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