+238.8%
SU vs ALK
-45.9%
+284.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | +1.7% | -1.2% | +2.9% | +1.8% |
| 30D | -7.9% | +7.7% | -15.6% | -10.4% |
| 3M | +7.5% | -19.0% | +26.5% | +12.2% |
| 6M | +7.2% | -0.2% | +7.4% | +2.8% |
| YTD | +60.9% | -23.5% | +84.4% | +62.9% |
| 1Y | +63.6% | -9.1% | +72.8% | +55.4% |
| 3Y | +128.9% | +12.0% | +116.8% | +83.1% |
| 5Y | +228.3% | -30.9% | +259.1% | +204.4% |
| All | +238.8% | -45.9% | +284.7% | +190.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 10y: compounded portfolio wealth divided by compounded ALK 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…
10y analysis · Full analysis span regression · 6 months rolling