+615.0%
F vs SU
+60,256.6%
-59,641.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.5% |
| 7D | +5.3% | +3.6% | +1.8% | +5.3% |
| 30D | +4.6% | +7.9% | -3.3% | +4.6% |
| 3M | -3.7% | +3.5% | -7.2% | -3.7% |
| 6M | +16.8% | +19.0% | -2.1% | +16.8% |
| YTD | +15.3% | +55.0% | -39.7% | +15.2% |
| 1Y | +31.0% | +71.2% | -40.2% | +30.9% |
| 3Y | +45.4% | +117.4% | -72.0% | +45.2% |
| 5Y | +54.7% | +335.2% | -280.5% | +54.2% |
| 10Y | +98.2% | +248.7% | -150.5% | +97.7% |
| All | +615.0% | +60,256.6% | -59,641.6% | +591.9% |
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