+29.2%
DOW vs SU
+71.8%
-42.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.5% |
| 7D | -2.4% | +3.6% | -6.0% | -5.1% |
| 30D | +0.4% | +7.9% | -7.5% | -5.7% |
| 3M | -14.4% | +3.5% | -17.9% | -17.1% |
| 6M | -7.0% | +19.0% | -25.9% | -17.4% |
| YTD | +30.2% | +55.0% | -24.8% | +2.2% |
| 1Y | +29.2% | +71.2% | -42.0% | -3.2% |
| All | +29.2% | +71.8% | -42.6% | -3.2% |
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 2025-09-04 to 2026-09-04: 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling