+86.2%
SU vs A
+24.4%
+61.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.0% | -5.5% | -4.4% |
| 7D | -7.1% | -2.4% | -4.7% | -7.3% |
| 30D | +4.8% | +3.6% | +1.2% | +5.2% |
| 3M | +12.5% | +27.5% | -15.0% | +15.5% |
| 6M | +6.5% | +58.5% | -52.0% | +11.8% |
| YTD | +65.8% | +31.2% | +34.6% | +75.2% |
| 1Y | +86.2% | +22.2% | +64.0% | +99.4% |
| All | +86.2% | +24.4% | +61.8% | +99.4% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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