+86.2%
SU vs CAPR
+47.4%
+38.7%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +8.3% | -12.8% | -4.5% |
| 7D | -7.1% | +43.2% | -50.3% | -7.2% |
| 30D | +4.8% | +14.7% | -9.9% | +4.7% |
| 3M | +12.5% | +113.9% | -101.4% | +12.0% |
| 6M | +6.5% | -73.4% | +79.8% | +6.8% |
| YTD | +65.8% | -69.1% | +134.9% | +66.2% |
| 1Y | +86.2% | +47.2% | +39.0% | +84.3% |
| All | +86.2% | +47.4% | +38.7% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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