+265.2%
SU vs APTV
-16.1%
+281.3%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.2% | -5.0% | +7.3% | +3.8% |
| 30D | +8.4% | -6.1% | +14.5% | +10.4% |
| 3M | +12.1% | -33.0% | +45.1% | +26.1% |
| 6M | +19.7% | -35.2% | +54.9% | +33.9% |
| YTD | +58.4% | -40.1% | +98.6% | +80.8% |
| 1Y | +67.2% | -45.6% | +112.8% | +96.7% |
| 3Y | +125.0% | -54.4% | +179.4% | +168.8% |
| 5Y | +355.1% | -68.9% | +424.0% | +504.9% |
| All | +265.2% | -16.1% | +281.3% | +228.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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