+70.1%
SU vs CG
-24.3%
+94.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.4% |
| 7D | +2.9% | -4.3% | +7.2% | +2.8% |
| 30D | +7.2% | -5.1% | +12.3% | +7.0% |
| 3M | +2.8% | +8.7% | -5.8% | +3.0% |
| 6M | +18.2% | -9.2% | +27.4% | +19.0% |
| YTD | +54.0% | -18.9% | +72.8% | +56.1% |
| 1Y | +70.1% | -25.6% | +95.8% | +73.8% |
| All | +70.1% | -24.3% | +94.4% | +73.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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