+803.7%
B vs SU
+60,256.6%
-59,452.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.2% |
| 7D | -1.6% | +3.6% | -5.2% | -1.6% |
| 30D | +9.4% | +7.9% | +1.6% | +9.4% |
| 3M | +5.0% | +3.5% | +1.5% | +5.0% |
| 6M | -3.5% | +19.0% | -22.5% | -3.6% |
| YTD | +4.5% | +55.0% | -50.5% | +4.4% |
| 1Y | +67.8% | +71.2% | -3.4% | +67.6% |
| 3Y | +196.7% | +117.4% | +79.3% | +196.2% |
| 5Y | +151.9% | +335.2% | -183.2% | +151.2% |
| 10Y | +202.2% | +248.7% | -46.6% | +201.2% |
| All | +803.7% | +60,256.6% | -59,452.9% | +737.9% |
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 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