+3,437.8%
SU vs BB
+266.8%
+3,171.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +0.6% |
| 7D | -1.0% | +0.5% | -1.5% | -1.0% |
| 30D | +13.7% | -12.4% | +26.0% | +15.2% |
| 3M | +8.0% | -15.3% | +23.3% | +9.0% |
| 6M | +21.0% | +128.8% | -107.8% | +8.6% |
| YTD | +56.2% | +107.7% | -51.4% | +41.5% |
| 1Y | +72.2% | +103.9% | -31.7% | +55.5% |
| 3Y | +118.1% | +72.6% | +45.5% | +93.2% |
| 5Y | +350.3% | -24.3% | +374.6% | +325.9% |
| 10Y | +248.5% | +3.1% | +245.3% | +188.4% |
| All | +3,437.8% | +266.8% | +3,171.1% | +2,757.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling