+86.2%
SU vs BEN
+56.2%
+29.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.7% | -9.2% | -3.5% |
| 7D | -7.1% | +6.7% | -13.8% | -5.7% |
| 30D | +4.8% | +3.0% | +1.7% | +5.7% |
| 3M | +12.5% | -4.3% | +16.8% | +12.2% |
| 6M | +6.5% | +16.4% | -9.9% | +9.7% |
| YTD | +65.8% | +46.8% | +19.0% | +75.1% |
| 1Y | +86.2% | +57.3% | +28.8% | +94.4% |
| All | +86.2% | +56.2% | +29.9% | +94.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling