+338.3%
SU vs BBY
+1.5%
+336.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -0.6% |
| 7D | +2.2% | +0.6% | +1.6% | +2.1% |
| 30D | +8.4% | +9.4% | -1.0% | +7.0% |
| 3M | +12.1% | +19.3% | -7.2% | +9.0% |
| 6M | +19.7% | +47.9% | -28.2% | +12.0% |
| YTD | +58.4% | +39.6% | +18.8% | +49.3% |
| 1Y | +67.2% | +22.2% | +45.0% | +61.1% |
| 3Y | +125.0% | +45.0% | +80.1% | +104.3% |
| All | +338.3% | +1.5% | +336.8% | +263.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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