+128.9%
SU vs AG
+195.3%
-66.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.3% | +1.0% |
| 7D | +1.7% | -10.0% | +11.7% | +2.2% |
| 30D | -7.9% | -10.5% | +2.6% | -7.5% |
| 3M | +7.5% | -27.3% | +34.8% | +8.9% |
| 6M | +7.2% | -43.0% | +50.2% | +10.0% |
| YTD | +60.9% | -17.9% | +78.8% | +58.2% |
| 1Y | +63.6% | +11.9% | +51.7% | +55.6% |
| 3Y | +128.9% | +201.8% | -72.9% | +85.7% |
| All | +128.9% | +195.3% | -66.5% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling