+70.1%
SU vs BOXX
+4.0%
+66.1%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.6% |
| 7D | +2.9% | +0.1% | +2.8% | +2.5% |
| 30D | +7.2% | +0.4% | +6.8% | +4.4% |
| 3M | +2.8% | +1.0% | +1.8% | -4.1% |
| 6M | +18.2% | +2.0% | +16.2% | +7.7% |
| YTD | +54.0% | +2.6% | +51.3% | +40.6% |
| 1Y | +70.1% | +4.1% | +66.1% | +86.2% |
| All | +70.1% | +4.0% | +66.1% | +86.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 BOXX 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