+207.0%
C vs SU
+242.3%
-35.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.4% |
| 7D | +4.2% | +1.7% | +2.4% | +3.4% |
| 30D | +2.0% | -7.9% | +9.8% | +5.2% |
| 3M | -10.1% | +7.5% | -17.7% | -13.7% |
| 6M | +1.0% | +7.2% | -6.2% | -3.8% |
| YTD | +8.5% | +60.9% | -52.4% | -15.4% |
| 1Y | +25.7% | +63.6% | -37.9% | -2.8% |
| 3Y | +216.0% | +128.9% | +87.1% | +104.0% |
| 5Y | +112.3% | +228.3% | -116.0% | +7.9% |
| All | +207.0% | +242.3% | -35.3% | +43.0% |
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