+62,613.0%
SU vs BDX
+5,179.2%
+57,433.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.4% |
| 7D | +2.2% | -3.2% | +5.4% | +3.1% |
| 30D | +8.4% | -2.5% | +11.0% | +9.1% |
| 3M | +12.1% | +21.4% | -9.3% | +5.7% |
| 6M | +19.7% | +10.4% | +9.3% | +15.3% |
| YTD | +58.4% | +18.8% | +39.6% | +49.2% |
| 1Y | +67.2% | +21.7% | +45.5% | +56.2% |
| 3Y | +125.0% | -10.0% | +135.0% | +124.8% |
| 5Y | +355.1% | -1.8% | +356.9% | +337.4% |
| 10Y | +263.7% | +58.8% | +204.9% | +195.8% |
| All | +62,613.0% | +5,179.2% | +57,433.7% | +11,466.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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