+86.2%
SU vs CHD
+30.9%
+55.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.6% | -7.1% | -3.8% |
| 7D | -7.1% | +6.9% | -14.0% | -5.5% |
| 30D | +4.8% | +17.1% | -12.4% | +8.6% |
| 3M | +12.5% | +9.1% | +3.4% | +15.1% |
| 6M | +6.5% | +21.4% | -14.9% | +10.9% |
| YTD | +65.8% | +34.9% | +30.9% | +71.6% |
| 1Y | +86.2% | +31.0% | +55.1% | +94.1% |
| All | +86.2% | +30.9% | +55.2% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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