+1,611.9%
BE vs SU
+120.3%
+1,491.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.9% |
| 7D | +9.7% | +1.7% | +8.1% | +8.9% |
| 30D | +22.4% | +9.6% | +12.8% | +16.6% |
| 3M | +10.4% | +11.7% | -1.4% | +3.6% |
| 6M | +67.9% | +21.9% | +45.9% | +47.7% |
| YTD | +197.5% | +58.6% | +138.9% | +127.1% |
| 1Y | +310.6% | +66.5% | +244.0% | +204.2% |
| All | +1,611.9% | +120.3% | +1,491.6% | +924.2% |
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