+167.3%
B vs SU
+130.2%
+37.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -6.2% | +0.3% | -6.5% | -6.3% |
| 30D | -6.6% | -7.9% | +1.2% | -5.9% |
| 3M | -7.9% | +9.2% | -17.0% | -9.9% |
| 6M | -16.8% | +5.5% | -22.3% | -18.2% |
| YTD | -11.7% | +59.5% | -71.1% | -24.2% |
| 1Y | +3.5% | +59.9% | -56.5% | -11.3% |
| All | +167.3% | +130.2% | +37.1% | +94.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling