+132.0%
C vs SU
+360.6%
-228.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | +2.6% | +1.6% | +1.0% | +2.1% |
| 30D | +1.9% | +10.7% | -8.8% | -1.1% |
| 3M | +2.8% | +13.5% | -10.7% | -1.3% |
| 6M | +30.6% | +21.8% | +8.7% | +21.4% |
| YTD | +19.9% | +58.8% | -39.0% | +1.7% |
| 1Y | +44.6% | +72.0% | -27.5% | +19.0% |
| 3Y | +272.1% | +121.7% | +150.4% | +177.5% |
| 5Y | +132.0% | +350.4% | -218.4% | +30.4% |
| All | +132.0% | +360.6% | -228.6% | +30.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling