+1,821.9%
BA vs SU
+60,256.6%
-58,434.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +0.8% |
| 7D | +1.2% | +3.6% | -2.4% | +1.2% |
| 30D | -11.6% | +7.9% | -19.5% | -11.6% |
| 3M | -2.4% | +3.5% | -5.9% | -2.4% |
| 6M | -6.6% | +19.0% | -25.6% | -6.6% |
| YTD | -2.2% | +55.0% | -57.2% | -2.3% |
| 1Y | -8.0% | +71.2% | -79.2% | -8.0% |
| 3Y | -5.0% | +117.4% | -122.4% | -5.0% |
| 5Y | -2.7% | +335.2% | -337.9% | -2.8% |
| 10Y | +75.9% | +248.7% | -172.9% | +75.7% |
| All | +1,821.9% | +60,256.6% | -58,434.7% | +1,872.3% |
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