+62,786.1%
SU vs BEN
+4,825.3%
+57,960.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.5% | +3.2% | +2.3% |
| 7D | +1.6% | +3.4% | -1.8% | +0.1% |
| 30D | +10.7% | +1.8% | +8.9% | +9.7% |
| 3M | +13.5% | +8.4% | +5.1% | +8.8% |
| 6M | +21.8% | +35.6% | -13.8% | +4.7% |
| YTD | +58.8% | +46.4% | +12.5% | +31.3% |
| 1Y | +72.0% | +46.3% | +25.7% | +41.5% |
| 3Y | +121.7% | +54.6% | +67.1% | +70.4% |
| 5Y | +350.4% | +39.4% | +311.0% | +249.3% |
| 10Y | +264.7% | +57.6% | +207.1% | +153.5% |
| All | +62,786.1% | +4,825.3% | +57,960.8% | +4,144.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling