+355.7%
SU vs APA
+169.7%
+186.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | +0.2% |
| 7D | +1.7% | +0.8% | +0.9% | +1.2% |
| 30D | +9.6% | +9.6% | 0.0% | +4.7% |
| 3M | +11.7% | +18.0% | -6.3% | +2.5% |
| 6M | +21.9% | +41.9% | -20.0% | +1.6% |
| YTD | +58.6% | +86.3% | -27.7% | +14.8% |
| 1Y | +66.5% | +97.9% | -31.3% | +15.2% |
| 3Y | +121.4% | +12.8% | +108.6% | +96.6% |
| 5Y | +355.7% | +177.2% | +178.5% | +147.2% |
| All | +355.7% | +169.7% | +186.0% | +147.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 5y: compounded portfolio wealth divided by compounded APA 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…
5y analysis · Full analysis span regression · 6 months rolling