+977.1%
BE vs SU
+129.2%
+847.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.7% | -4.5% | -3.8% |
| 7D | +23.9% | +1.6% | +22.4% | +22.8% |
| 30D | +27.8% | +10.7% | +17.1% | +20.4% |
| 3M | +3.7% | +13.5% | -9.8% | -4.9% |
| 6M | +78.0% | +21.8% | +56.1% | +55.7% |
| YTD | +209.9% | +58.8% | +151.1% | +135.0% |
| 1Y | +389.6% | +72.0% | +317.6% | +254.5% |
| 3Y | +1,730.6% | +121.7% | +1,608.9% | +1,024.4% |
| 5Y | +1,227.8% | +350.4% | +877.4% | +413.2% |
| All | +977.1% | +129.2% | +847.9% | +329.9% |
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