+506.7%
FIX vs SU
+128.7%
+378.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.9% | +11.3% | +10.0% |
| 7D | -7.2% | -10.6% | +3.3% | -3.9% |
| 30D | -35.1% | -6.6% | -28.5% | -33.8% |
| 3M | -34.3% | +12.9% | -47.2% | -36.6% |
| 6M | -42.9% | +6.7% | -49.7% | -44.2% |
| YTD | +19.5% | +55.2% | -35.8% | -0.1% |
| 1Y | +16.8% | +61.5% | -44.8% | -3.9% |
| 3Y | +506.7% | +128.7% | +378.0% | +343.0% |
| All | +506.7% | +128.7% | +378.0% | +343.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling