+14,278.6%
DE vs SU
+61,690.9%
-47,412.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.4% | +1.7% | -4.0% | -2.4% |
| 30D | +9.7% | +9.6% | +0.1% | +9.7% |
| 3M | +21.4% | +11.7% | +9.6% | +21.3% |
| 6M | +15.0% | +21.9% | -6.9% | +15.0% |
| YTD | +46.4% | +58.6% | -12.2% | +46.3% |
| 1Y | +45.6% | +66.5% | -20.9% | +45.5% |
| 3Y | +76.8% | +121.4% | -44.7% | +76.5% |
| 5Y | +99.4% | +355.7% | -256.3% | +98.9% |
| 10Y | +864.6% | +264.2% | +600.4% | +862.1% |
| All | +14,278.6% | +61,690.9% | -47,412.3% | +14,058.8% |
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