+125.0%
SU vs AU
+577.5%
-452.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | +2.2% | -4.3% | +6.5% | +2.4% |
| 30D | +8.4% | +7.3% | +1.1% | +8.0% |
| 3M | +12.1% | +26.3% | -14.2% | +10.5% |
| 6M | +19.7% | +1.8% | +17.9% | +19.2% |
| YTD | +58.4% | +26.8% | +31.6% | +53.6% |
| 1Y | +67.2% | +66.7% | +0.5% | +56.5% |
| 3Y | +125.0% | +579.1% | -454.0% | +79.6% |
| All | +125.0% | +577.5% | -452.5% | +79.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling