+1,163.5%
C vs SU
+60,256.6%
-59,093.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.4% | -0.3% |
| 7D | +3.6% | +3.6% | +0.1% | +3.6% |
| 30D | +0.1% | +7.9% | -7.8% | 0.0% |
| 3M | +2.4% | +3.5% | -1.1% | +2.4% |
| 6M | +24.9% | +19.0% | +6.0% | +24.9% |
| YTD | +19.8% | +55.0% | -35.2% | +19.7% |
| 1Y | +44.9% | +71.2% | -26.3% | +44.7% |
| 3Y | +263.0% | +117.4% | +145.6% | +262.3% |
| 5Y | +129.5% | +335.2% | -205.6% | +128.8% |
| 10Y | +291.6% | +248.7% | +42.9% | +290.5% |
| All | +1,163.5% | +60,256.6% | -59,093.0% | +1,144.5% |
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