+338.3%
SU vs APTV
-69.3%
+407.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +2.2% | -5.0% | +7.3% | +3.2% |
| 30D | +8.4% | -6.1% | +14.5% | +9.6% |
| 3M | +12.1% | -33.0% | +45.1% | +20.3% |
| 6M | +19.7% | -35.2% | +54.9% | +28.5% |
| YTD | +58.4% | -40.1% | +98.6% | +72.4% |
| 1Y | +67.2% | -45.6% | +112.8% | +85.8% |
| 3Y | +125.0% | -54.4% | +179.4% | +154.0% |
| All | +338.3% | -69.3% | +407.6% | +429.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling