-70.2%
SKUU vs DGX
+26.1%
-96.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.4% | -0.4% | -27.0% | -27.7% |
| 7D | -44.1% | +0.7% | -44.9% | -43.5% |
| 30D | -58.1% | +11.5% | -69.6% | -53.3% |
| 3M | -44.3% | +8.4% | -52.7% | -39.8% |
| All | -70.2% | +26.1% | -96.3% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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