+1,449.6%
NET vs SU
+184.7%
+1,264.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.3% | -0.6% | -1.7% |
| 7D | -7.0% | +2.9% | -9.9% | -7.5% |
| 30D | -4.8% | +7.2% | -12.0% | -6.0% |
| 3M | +3.8% | +2.8% | +1.0% | +3.1% |
| 6M | +50.0% | +18.2% | +31.8% | +44.8% |
| YTD | +41.5% | +54.0% | -12.5% | +29.8% |
| 1Y | +32.8% | +70.1% | -37.3% | +19.5% |
| 3Y | +335.9% | +117.4% | +218.5% | +272.7% |
| 5Y | +113.8% | +335.2% | -221.3% | +69.0% |
| All | +1,449.6% | +184.7% | +1,264.9% | +1,418.4% |
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 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