+553.4%
SE vs SU
+184.0%
+369.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -5.2% | +2.2% | -7.4% | -5.7% |
| 30D | -17.1% | +8.4% | -25.5% | -18.9% |
| 3M | +24.0% | +12.1% | +11.9% | +19.8% |
| 6M | +21.0% | +19.7% | +1.3% | +14.0% |
| YTD | -16.7% | +58.4% | -75.1% | -27.3% |
| 1Y | -45.9% | +67.2% | -113.2% | -53.6% |
| 3Y | +177.8% | +125.0% | +52.8% | +117.4% |
| 5Y | -67.4% | +355.1% | -422.4% | -78.8% |
| All | +553.4% | +184.0% | +369.3% | +353.4% |
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