+3,626.1%
ALL vs SU
+377,219.5%
-373,593.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.4% |
| 7D | -1.7% | -1.0% | -0.7% | -1.7% |
| 30D | -4.7% | +13.7% | -18.4% | -4.7% |
| 3M | +18.4% | +8.0% | +10.3% | +18.4% |
| 6M | +20.5% | +21.0% | -0.5% | +20.5% |
| YTD | +23.5% | +56.2% | -32.7% | +23.5% |
| 1Y | +29.0% | +72.2% | -43.2% | +28.9% |
| 3Y | +153.7% | +118.1% | +35.6% | +153.5% |
| 5Y | +114.8% | +350.3% | -235.5% | +114.5% |
| 10Y | +356.1% | +248.5% | +107.7% | +355.4% |
| All | +3,626.1% | +377,219.5% | -373,593.3% | +3,602.3% |
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