+338.3%
SU vs AU
+686.2%
-348.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | +2.2% | -4.3% | +6.5% | +2.7% |
| 30D | +8.4% | +7.3% | +1.1% | +7.4% |
| 3M | +12.1% | +26.3% | -14.2% | +8.7% |
| 6M | +19.7% | +1.8% | +17.9% | +18.1% |
| YTD | +58.4% | +26.8% | +31.6% | +50.2% |
| 1Y | +67.2% | +66.7% | +0.5% | +50.7% |
| 3Y | +125.0% | +579.1% | -454.0% | +52.8% |
| All | +338.3% | +686.2% | -348.0% | +195.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling