+5,367.1%
O vs SU
+9,278.3%
-3,911.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.5% |
| 7D | -0.6% | -1.0% | +0.4% | -0.4% |
| 30D | -2.0% | +13.7% | -15.6% | -4.5% |
| 3M | +3.0% | +8.0% | -5.0% | +1.1% |
| 6M | -3.6% | +21.0% | -24.7% | -7.9% |
| YTD | +12.1% | +56.2% | -44.2% | +1.5% |
| 1Y | +8.9% | +72.2% | -63.3% | -3.4% |
| 3Y | +30.3% | +118.1% | -87.8% | +8.2% |
| 5Y | +13.7% | +350.3% | -336.6% | -21.9% |
| 10Y | +50.3% | +248.5% | -198.2% | +1.8% |
| All | +5,367.1% | +9,278.3% | -3,911.1% | +2,751.7% |
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 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