+45.5%
C vs SU
+71.3%
-25.8%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.3% | +1.7% | -1.4% | +0.5% |
| 30D | +2.0% | +9.6% | -7.6% | +3.4% |
| 3M | +4.4% | +11.7% | -7.4% | +6.2% |
| 6M | +28.3% | +21.9% | +6.4% | +31.6% |
| YTD | +20.5% | +58.6% | -38.2% | +23.3% |
| 1Y | +45.5% | +66.5% | -21.0% | +50.3% |
| All | +45.5% | +71.3% | -25.8% | +50.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling