+199.9%
B vs SU
+267.8%
-67.9%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -5.0% | +1.7% | -6.7% | -5.2% |
| 30D | +8.7% | +9.6% | -0.9% | +7.5% |
| 3M | +17.3% | +11.7% | +5.6% | +15.5% |
| 6M | -5.0% | +21.9% | -27.0% | -8.0% |
| YTD | +1.4% | +58.6% | -57.2% | -5.0% |
| 1Y | +50.5% | +66.5% | -16.0% | +40.0% |
| 3Y | +194.4% | +121.4% | +72.9% | +162.9% |
| 5Y | +156.7% | +355.7% | -199.0% | +115.0% |
| All | +199.9% | +267.8% | -67.9% | +122.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling