+2,990.4%
SU vs AU
+755.5%
+2,234.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.2% |
| 7D | +2.2% | -4.3% | +6.5% | +3.1% |
| 30D | +8.4% | +7.3% | +1.1% | +6.5% |
| 3M | +12.1% | +26.3% | -14.2% | +5.8% |
| 6M | +19.7% | +1.8% | +17.9% | +15.9% |
| YTD | +58.4% | +26.8% | +31.6% | +45.1% |
| 1Y | +67.2% | +66.7% | +0.5% | +43.1% |
| 3Y | +125.0% | +579.1% | -454.0% | +35.5% |
| 5Y | +355.1% | +689.3% | -334.3% | +155.6% |
| 10Y | +263.7% | +686.6% | -422.9% | +72.7% |
| All | +2,990.4% | +755.5% | +2,234.9% | +1,160.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling