+86.2%
SU vs AR
+14.7%
+71.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -6.3% | +1.7% | -2.0% |
| 7D | -7.1% | -11.1% | +4.0% | -2.7% |
| 30D | +4.8% | +7.9% | -3.1% | +1.8% |
| 3M | +12.5% | +4.9% | +7.6% | +10.4% |
| 6M | +6.5% | -5.3% | +11.8% | +7.8% |
| YTD | +65.8% | +8.6% | +57.2% | +63.3% |
| 1Y | +86.2% | +13.7% | +72.5% | +81.1% |
| All | +86.2% | +14.7% | +71.4% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 1y: compounded portfolio wealth divided by compounded AR 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…
1y analysis · Full analysis span regression · 6 months rolling