+67.5%
SU vs ALB
+72.3%
-4.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +2.9% | +0.1% |
| 7D | +1.7% | -7.6% | +9.3% | +2.1% |
| 30D | +9.6% | -5.6% | +15.2% | +10.0% |
| 3M | +11.7% | -16.8% | +28.6% | +13.1% |
| 6M | +21.9% | -26.3% | +48.2% | +24.5% |
| YTD | +58.6% | -13.2% | +71.9% | +59.6% |
| All | +67.5% | +72.3% | -4.8% | +61.1% |
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