+3.6%
EXE vs SU
+70.8%
-67.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.2% | -0.7% |
| 7D | -0.3% | +2.9% | -3.2% | -1.3% |
| 30D | +8.5% | +7.2% | +1.3% | +5.6% |
| 3M | +5.5% | +2.8% | +2.6% | +4.3% |
| 6M | -5.9% | +18.2% | -24.1% | -10.6% |
| YTD | -9.7% | +54.0% | -63.7% | -23.2% |
| 1Y | +3.6% | +70.1% | -66.5% | -13.4% |
| All | +3.6% | +70.8% | -67.2% | -13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling