+142.8%
CI vs SU
+242.3%
-99.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | 0.0% |
| 7D | +1.2% | +1.7% | -0.6% | +0.7% |
| 30D | +2.6% | -7.9% | +10.4% | +4.5% |
| 3M | +7.4% | +7.5% | -0.1% | +5.0% |
| 6M | -0.1% | +7.2% | -7.3% | -2.7% |
| YTD | +9.7% | +60.9% | -51.2% | -4.3% |
| 1Y | +12.1% | +63.6% | -51.5% | -2.7% |
| 3Y | +7.0% | +128.9% | -121.8% | -17.3% |
| 5Y | +49.7% | +228.3% | -178.6% | -1.0% |
| All | +142.8% | +242.3% | -99.5% | +50.6% |
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