+2,340.5%
EXC vs SU
+60,256.6%
-57,916.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.1% |
| 7D | +0.3% | +3.6% | -3.3% | +0.3% |
| 30D | -3.7% | +7.9% | -11.6% | -3.7% |
| 3M | -1.3% | +3.5% | -4.8% | -1.3% |
| 6M | -9.7% | +19.0% | -28.7% | -9.7% |
| YTD | +2.9% | +55.0% | -52.1% | +2.9% |
| 1Y | +4.4% | +71.2% | -66.8% | +4.4% |
| 3Y | +22.2% | +117.4% | -95.2% | +22.2% |
| 5Y | +46.7% | +335.2% | -288.4% | +46.6% |
| 10Y | +155.3% | +248.7% | -93.4% | +155.2% |
| All | +2,340.5% | +60,256.6% | -57,916.1% | +2,360.2% |
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 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