+86.2%
SU vs ALB
+4.7%
+81.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +5.3% | -9.8% | -4.7% |
| 7D | -7.1% | -2.1% | -5.0% | -7.0% |
| 30D | +4.8% | -9.0% | +13.8% | +5.3% |
| 3M | +12.5% | -21.1% | +33.6% | +14.0% |
| 6M | +6.5% | -49.9% | +56.4% | +11.3% |
| YTD | +65.8% | -32.3% | +98.1% | +70.1% |
| 1Y | +86.2% | +8.6% | +77.5% | +84.2% |
| All | +86.2% | +4.7% | +81.4% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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