+258.1%
SU vs APTV
+173.4%
+84.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.7% | +4.3% | +2.6% |
| 7D | +1.6% | -1.2% | +2.7% | +1.8% |
| 30D | +10.7% | -10.6% | +21.4% | +14.7% |
| 3M | +13.5% | -35.0% | +48.5% | +29.7% |
| 6M | +21.8% | -38.9% | +60.7% | +39.7% |
| YTD | +58.8% | -41.5% | +100.4% | +83.7% |
| 1Y | +72.0% | -45.8% | +117.8% | +103.7% |
| 3Y | +121.7% | -55.7% | +177.4% | +169.0% |
| 5Y | +350.4% | -70.1% | +420.5% | +510.2% |
| 10Y | +264.7% | -19.1% | +283.8% | +196.6% |
| All | +258.1% | +173.4% | +84.6% | +23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling