+1,003.0%
BE vs SU
+128.6%
+874.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.8% | +6.8% |
| 7D | +9.0% | +2.2% | +6.8% | +7.7% |
| 30D | +16.3% | +8.4% | +7.8% | +10.7% |
| 3M | +10.8% | +12.1% | -1.3% | +2.4% |
| 6M | +73.2% | +19.7% | +53.5% | +53.0% |
| YTD | +217.4% | +58.4% | +158.9% | +141.0% |
| 1Y | +309.8% | +67.2% | +242.6% | +201.0% |
| 3Y | +1,726.2% | +125.0% | +1,601.1% | +1,012.7% |
| 5Y | +1,306.2% | +355.1% | +951.1% | +440.0% |
| All | +1,003.0% | +128.6% | +874.4% | +340.9% |
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 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