+6,278.5%
FIX vs SU
+268.2%
+6,010.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.7% | -3.7% | -2.6% |
| 7D | +3.5% | +1.6% | +2.0% | +2.9% |
| 30D | -3.5% | +10.7% | -14.2% | -7.0% |
| 3M | -11.8% | +13.5% | -25.3% | -16.2% |
| 6M | +17.8% | +21.8% | -4.0% | +8.2% |
| YTD | +73.3% | +58.8% | +14.5% | +44.4% |
| 1Y | +128.1% | +72.0% | +56.1% | +84.3% |
| 3Y | +772.7% | +121.7% | +650.9% | +531.1% |
| 5Y | +2,166.5% | +350.4% | +1,816.0% | +1,096.2% |
| All | +6,278.5% | +268.2% | +6,010.2% | +3,397.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling