+305.8%
AA vs SU
+60,758.6%
-60,452.9%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.5% |
| 7D | +1.7% | -1.0% | +2.6% | +1.7% |
| 30D | +3.3% | +13.7% | -10.4% | +3.3% |
| 3M | -29.4% | +8.0% | -37.4% | -29.4% |
| 6M | -12.8% | +21.0% | -33.8% | -12.9% |
| YTD | -2.1% | +56.2% | -58.4% | -2.2% |
| 1Y | +62.8% | +72.2% | -9.4% | +62.5% |
| 3Y | +90.5% | +118.1% | -27.6% | +90.1% |
| 5Y | +19.1% | +350.3% | -331.3% | +18.7% |
| 10Y | +124.8% | +248.5% | -123.7% | +124.2% |
| All | +305.8% | +60,758.6% | -60,452.9% | +295.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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