+265.2%
SU vs BB
+1.6%
+263.6%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.4% |
| 7D | +2.2% | -0.4% | +2.6% | +2.3% |
| 30D | +8.4% | -12.5% | +21.0% | +10.1% |
| 3M | +12.1% | -17.4% | +29.5% | +13.5% |
| 6M | +19.7% | +119.1% | -99.5% | +5.3% |
| YTD | +58.4% | +102.4% | -44.0% | +40.7% |
| 1Y | +67.2% | +98.2% | -31.0% | +48.0% |
| 3Y | +125.0% | +46.9% | +78.1% | +99.2% |
| 5Y | +355.1% | -26.4% | +381.5% | +333.2% |
| All | +265.2% | +1.6% | +263.6% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 10y: compounded portfolio wealth divided by compounded BB 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…
10y analysis · Full analysis span regression · 6 months rolling