-15.3%
SKHY vs SU
+18.5%
-33.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.8% | +7.9% | +9.1% |
| 7D | -0.6% | -4.3% | +3.7% | +1.1% |
| 30D | -12.3% | -6.2% | -6.1% | -10.2% |
| 3M | +0.4% | +9.7% | -9.3% | -3.9% |
| All | -15.3% | +18.5% | -33.8% | -21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · Available span rolling