+659.1%
B vs SU
+62,578.4%
-61,919.2%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.7% |
| 7D | -7.3% | +1.7% | -9.0% | -7.3% |
| 30D | -3.3% | -7.9% | +4.5% | -3.3% |
| 3M | -7.8% | +7.5% | -15.3% | -7.8% |
| 6M | -15.5% | +7.2% | -22.8% | -15.6% |
| YTD | -12.3% | +60.9% | -73.2% | -12.3% |
| 1Y | +5.4% | +63.6% | -58.3% | +5.3% |
| 3Y | +165.5% | +128.9% | +36.7% | +165.1% |
| 5Y | +107.0% | +228.3% | -121.2% | +106.5% |
| 10Y | +210.6% | +240.6% | -30.0% | +209.6% |
| All | +659.1% | +62,578.4% | -61,919.2% | +603.8% |
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 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