+32.6%
NET vs SU
+237.2%
-204.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.5% | +1.9% | -1.2% |
| 7D | -16.4% | -7.1% | -9.3% | -14.5% |
| 30D | -25.8% | +4.8% | -30.6% | -27.0% |
| 3M | -11.5% | +12.5% | -24.0% | -15.0% |
| 6M | +18.9% | +6.5% | +12.5% | +15.6% |
| YTD | +35.2% | +65.8% | -30.6% | +13.3% |
| 1Y | +14.5% | +86.2% | -71.7% | -7.9% |
| 3Y | +313.8% | +135.4% | +178.4% | +203.3% |
| 5Y | +32.6% | +236.1% | -203.6% | -7.7% |
| All | +32.6% | +237.2% | -204.6% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling