+9.3%
SPY vs SU
+74.1%
-64.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.1% | -0.3% | -4.7% |
| 7D | -4.7% | -11.0% | +6.3% | -5.6% |
| 30D | -5.9% | +1.2% | -7.1% | -5.7% |
| 3M | -4.5% | +10.6% | -15.2% | -3.5% |
| 6M | +1.8% | +0.5% | +1.3% | +2.1% |
| YTD | +8.3% | +58.9% | -50.6% | +7.5% |
| 1Y | +9.3% | +71.0% | -61.7% | +8.2% |
| All | +9.3% | +74.1% | -64.8% | +8.2% |
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 · 6 months rolling